Powell Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$871,391
-6.2%
24,847
-0.8%
0.52%
-3.5%
Q2 2023$929,226
-1.2%
25,060
+1.3%
0.54%
+3.8%
Q1 2023$940,397
-3.0%
24,747
+1.0%
0.52%
-7.1%
Q4 2022$969,312
+13.0%
24,490
+1.3%
0.56%0.0%
Q3 2022$858,000
-10.2%
24,183
+1.1%
0.56%
-2.8%
Q2 2022$955,000
+6.8%
23,924
+17.6%
0.58%
+11.3%
Q1 2022$894,000
+6.0%
20,335
+1.5%
0.52%
+8.6%
Q4 2021$843,000
+7.8%
20,042
+0.3%
0.48%
-0.8%
Q3 2021$782,000
-1.4%
19,982
+1.0%
0.48%
-0.8%
Q2 2021$793,000
+5.0%
19,793
+1.0%
0.49%
-1.4%
Q1 2021$755,000
+17.4%
19,603
+0.5%
0.49%
+1.0%
Q4 2020$643,000
+196.3%
19,508
+121.6%
0.49%
+85.9%
Q1 2020$217,0008,8030.26%
Other shareholders
SPDR SER TR shareholders Q4 2021
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