Traverso Chambers Private Wealth Management, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 378 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$846,734
-5.3%
24,144
+0.1%
0.23%
-3.8%
Q2 2023$894,483
-2.3%
24,123
+0.1%
0.24%
-6.4%
Q1 2023$915,842
-3.9%
24,101
+0.1%
0.25%
-8.4%
Q4 2022$953,216
+11.7%
24,083
+0.1%
0.27%
+5.0%
Q3 2022$853,000
-11.1%
24,062
+0.1%
0.26%
-18.7%
Q2 2022$960,000
-9.1%
24,044
+0.1%
0.32%
+1.9%
Q1 2022$1,056,000
+4.7%
24,027
+0.1%
0.32%
+5.4%
Q4 2021$1,009,000
+3.0%
24,003
-4.2%
0.30%
-2.0%
Q3 2021$980,000
-2.4%
25,048
+0.1%
0.30%
-3.5%
Q2 2021$1,004,000
+4.3%
25,032
+0.1%
0.32%
-2.8%
Q1 2021$963,000
+15.6%
25,017
-1.1%
0.32%
+8.7%
Q4 2020$833,000
+17.3%
25,291
-2.4%
0.30%
+9.1%
Q3 2020$710,000
-7.7%
25,905
-6.2%
0.27%
-15.2%
Q2 2020$769,000
-90.4%
27,609
-91.5%
0.32%
-91.5%
Q1 2020$8,032,000
+14.8%
326,521
+84.2%
3.78%
+27.3%
Q4 2019$6,994,000–177,250–2.97%–
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Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Parker Investment Management, LLC 2,282,719$86,743,32217.29%
First Command Financial Services, Inc. 2,112,055$80,258,0308.21%
First Command Bank 2,112,055$80,258,0308.21%
PRUDENTIAL PLC 16,981,748$645,306,4247.58%
Hapanowicz & Associates Financial Services, Inc 273,617$10,397,4817.18%
Sonoma Private Wealth LLC 90,769$3,449,2336.86%
COWA, LLC 4,552,154$8,036,4296.55%
Meiji Yasuda Life Insurance Co 7,200,520$273,6205.36%
Curran Financial Partners, LLC 294,908$11,206,4875.32%
Erickson Financial Group, LLC 124,239$4,721,0824.68%
View complete list of SPDR SER TR shareholders