Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 289 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$9,000
-10.0%
274
+1.1%
0.00%
-33.3%
Q2 2022$10,000
-9.1%
271
+1.1%
0.00%0.0%
Q1 2022$11,0000.0%268
+1.5%
0.00%0.0%
Q4 2021$11,000
+10.0%
264
+0.4%
0.00%0.0%
Q3 2021$10,0000.0%263
+0.8%
0.00%0.0%
Q2 2021$10,0000.0%261
+0.8%
0.00%0.0%
Q1 2021$10,000
+25.0%
259
+1.6%
0.00%
+50.0%
Q4 2020$8,000
+33.3%
255
+2.4%
0.00%0.0%
Q3 2020$6,0000.0%249
+0.8%
0.00%0.0%
Q2 2020$6,000
+20.0%
247
+1.2%
0.00%0.0%
Q1 2020$5,000
-44.4%
244
+1.7%
0.00%
-33.3%
Q4 2019$9,000
+12.5%
240
+1.3%
0.00%0.0%
Q3 2019$8,0000.0%237
+1.3%
0.00%0.0%
Q2 2019$8,0002340.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 10,592,146$426,122,0348.56%
COWA, LLC 252,970$10,168,2775.42%
Curran Financial Partners, LLC 380,496$15,307,3595.12%
Erickson Financial Group, LLC 144,325$5,806,1954.43%
Barry Investment Advisors, LLC 311,606$12,535,9254.22%
Gunma Bank,Ltd. 115,000$4,6263.86%
Sonoma Private Wealth LLC 50,004$2,011,6433.26%
Genesee Capital Advisors, LLC 146,628$5,898,8492.89%
Financial Gravity Asset Management, Inc. 265,415$10,647,5752.66%
Keystone Financial Planning, Inc. 191,196$7,691,7992.54%
View complete list of SPDR SER TR shareholders