Wambolt & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$393,329
-20.6%
11,457
-14.2%
0.14%
-18.8%
Q2 2023$495,139
-5.4%
13,353
-3.4%
0.18%
-5.4%
Q1 2023$523,361
-8.5%
13,827
-4.3%
0.19%
-15.5%
Q4 2022$571,782
+12.3%
14,446
+0.6%
0.22%
+1.9%
Q3 2022$509,000
+76.7%
14,363
+98.8%
0.22%
+86.2%
Q2 2022$288,000
-10.0%
7,225
-0.2%
0.12%0.0%
Q1 2022$320,000
+13.1%
7,237
+7.5%
0.12%
+13.7%
Q4 2021$283,000
+0.7%
6,732
-4.8%
0.10%
-9.7%
Q3 2021$281,000
+2.2%
7,071
+4.1%
0.11%
-3.4%
Q2 2021$275,000
+23.9%
6,794
+19.3%
0.12%
+0.9%
Q1 2021$222,000
+7.2%
5,693
-23.4%
0.12%
-28.8%
Q2 2020$207,000
-7.6%
7,434
+31.0%
0.16%
-4.7%
Q4 2019$224,0005,6740.17%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
PRUDENTIAL PLC 21,813,330$917,251,00012.56%
PRUDENT INVESTORS NETWORK, INC. 281,550$11,839,0005.58%
COWA, LLC 200,461$8,438,0004.25%
Proquility Private Wealth Partners, LLC 11,391,503$11,392,0004.01%
Heartwood Wealth Advisors LLC 605,296$25,453,0003.82%
Erickson Financial Group, LLC 100,108$4,210,0003.63%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 100,314$4,218,0003.43%
Tiller Private Wealth, Inc. 126,260$5,309,0003.35%
Vestmark Advisory Solutions, Inc. 1,357,441$57,080,0003.22%
Econ Financial Services Corp 99,123$4,168,0003.07%
View complete list of SPDR SER TR shareholders