Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 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 Q4 2021
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