Heartwood Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$23,765,396
-2.3%
677,656
+3.3%
3.50%
+1.6%
Q2 2023$24,322,923
-1.2%
655,958
+1.3%
3.45%
-5.9%
Q1 2023$24,609,788
+0.8%
647,626
+5.0%
3.67%
-4.0%
Q4 2022$24,405,384
+10.7%
616,609
-0.8%
3.82%
+0.1%
Q3 2022$22,046,000
-7.8%
621,549
+3.7%
3.82%
-3.0%
Q2 2022$23,913,000
-8.0%
599,167
+1.3%
3.94%
+1.7%
Q1 2022$26,004,000
+2.2%
591,672
-2.3%
3.87%
+1.3%
Q4 2021$25,453,000
+897.8%
605,296
+828.3%
3.82%
+863.0%
Q3 2021$2,551,000
-1.0%
65,204
+1.4%
0.40%
+0.3%
Q2 2021$2,577,000
+63.7%
64,280
+57.2%
0.40%
+56.5%
Q1 2021$1,574,000
-81.2%
40,880
-83.9%
0.25%
-81.2%
Q4 2020$8,355,000253,6331.35%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
COWA, LLC 331,141$12,277,0108.08%
PRUDENTIAL PLC 18,368,263$681,095,1927.96%
Meiji Yasuda Life Insurance Co 7,200,520$266,9956.97%
Hapanowicz & Associates Financial Services, Inc 268,489$9,955,5716.66%
First Command Bank 1,773,615$65,765,5856.18%
First Command Financial Services, Inc. 1,773,615$65,765,5856.18%
Sonoma Private Wealth LLC 87,178$3,232,5755.65%
Gunma Bank,Ltd. 215,000$7,9725.40%
Curran Financial Partners, LLC 322,315$11,951,4585.19%
Erickson Financial Group, LLC 150,247$5,571,1595.06%
View complete list of SPDR SER TR shareholders