Fiduciary Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 152 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Fiduciary Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$217,0000.0%2,047
+0.2%
0.12%
-38.5%
Q2 2021$217,000
-21.1%
2,042
-27.2%
0.19%
-55.0%
Q1 2021$275,000
+7.4%
2,804
+1.7%
0.42%
+15.2%
Q4 2020$256,000
+11.8%
2,756
+0.4%
0.36%
-4.5%
Q3 2020$229,0002,7460.38%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 3,773,666$136,493,49961.19%
Choate Investment Advisors 3,128,007$113,140,0094.73%
Sensible Financial Planning & Management, LLC. 427,997$15,4813.64%
RETIREMENT INCOME SOLUTIONS, INC 305,233$11,040,2782.96%
GOULD ASSET MANAGEMENT LLC /CA/ 169,429$6,128,2471.71%
Stonehearth Capital Management, LLC 83,176$3,008,4931.58%
Gemmer Asset Management LLC 190,708$6,897,9260.94%
Investment Research & Advisory Group, Inc. 3,376$1,496,5130.87%
Milestone Investment Advisors LLC 76,204$2,756,2990.85%
Fortis Capital Management LLC 65,928$2,384,6340.84%
View complete list of SPDR SER TR shareholders