Outlook Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 331 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
Outlook Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$241,435
-15.6%
6,511
-13.5%
0.09%
-28.3%
Q1 2023$285,958
-16.2%
7,525
-12.7%
0.13%
-21.6%
Q4 2022$341,149
-95.1%
8,619
-95.6%
0.16%
-94.8%
Q3 2022$6,948,000
+4.1%
195,879
+17.1%
3.12%
+14.1%
Q2 2022$6,673,000
+475.3%
167,207
+533.0%
2.73%
+603.6%
Q1 2022$1,160,000
+15.9%
26,415
+11.0%
0.39%
+32.0%
Q4 2021$1,001,00023,7950.29%
Other shareholders
SPDR SER TR shareholders Q4 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