Selective Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 410 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$591,545
+15.1%
15,102
+0.0%
0.30%
+5.7%
Q3 2023$514,019
-21.8%
15,096
-14.6%
0.28%
-14.0%
Q2 2023$657,333
-10.2%
17,675
-1.0%
0.33%
-15.2%
Q4 2022$732,386
-42.6%
17,850
-50.3%
0.39%
-29.1%
Q3 2022$1,275,000
-17.8%
35,936
-7.6%
0.55%
-1.1%
Q2 2022$1,552,000
+19.3%
38,875
+31.4%
0.55%
+16.9%
Q1 2022$1,301,00029,5910.47%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
COWA, LLC 331,141$12,277,0108.08%
PRUDENTIAL PLC 18,368,263$681,095,1927.96%
Meiji Yasuda Life Insurance Co 7,200,520$266,9956.97%
Hapanowicz & Associates Financial Services, Inc 268,489$9,955,5716.66%
First Command Bank 1,773,615$65,765,5856.18%
First Command Financial Services, Inc. 1,773,615$65,765,5856.18%
Sonoma Private Wealth LLC 87,178$3,232,5755.65%
Gunma Bank,Ltd. 215,000$7,9725.40%
Curran Financial Partners, LLC 322,315$11,951,4585.19%
Erickson Financial Group, LLC 150,247$5,571,1595.06%
View complete list of SPDR SER TR shareholders