Outlook Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 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 Q3 2023
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 9,663,848$338,911,1499.00%
COWA, LLC 330,817$11,607,4507.84%
Hapanowicz & Associates Financial Services, Inc 296,162$10,386,3947.38%
PRUDENTIAL PLC 16,633,558$583,338,8796.48%
Gunma Bank,Ltd. 215,000$7,5405.49%
Sonoma Private Wealth LLC 84,207$2,953,1485.38%
Curran Financial Partners, LLC 340,940$11,956,7515.21%
Erickson Financial Group, LLC 153,991$5,400,4645.05%
Hibernia Wealth Partners, LLC 166,719$5,846,8374.53%
Sage Advisory Services, Ltd.Co. 444,725$15,597,0004.36%
View complete list of SPDR SER TR shareholders