TOBIAS FINANCIAL ADVISORS, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,850,936
-10.9%
52,778
-5.8%
0.49%
-13.2%
Q2 2023$2,078,234
-14.4%
56,047
-12.2%
0.56%
-21.3%
Q1 2023$2,426,613
-19.5%
63,858
-16.1%
0.71%
-28.1%
Q4 2022$3,013,517
+21.7%
76,137
+9.1%
0.99%
+13.4%
Q3 2022$2,476,000
-16.6%
69,803
-6.2%
0.87%
-12.4%
Q2 2022$2,970,000
+30.6%
74,419
+43.8%
1.00%
+27.2%
Q1 2022$2,274,000
+12.0%
51,739
-0.3%
0.78%
+3.3%
Q3 2021$2,031,000
-0.6%
51,907
+1.8%
0.76%
-6.2%
Q2 2021$2,044,000
+1.3%
50,996
-2.6%
0.81%
-5.4%
Q1 2021$2,017,000
+17.3%
52,377
+0.3%
0.86%
+8.8%
Q4 2020$1,720,000
+20.4%
52,230
+0.2%
0.79%
+0.4%
Q3 2020$1,428,000
-5.2%
52,115
-3.6%
0.78%
-11.4%
Q2 2020$1,506,000
+594.0%
54,080
+512.5%
0.88%
+463.1%
Q1 2020$217,000
-32.4%
8,829
+8.4%
0.16%
-23.4%
Q4 2019$321,0008,1440.20%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders