Monterey Private Wealth, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 170 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$267,0002,4890.15%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 1,271,503$124,874,00066.94%
Choate Investment Advisors 1,251,441$122,904,0007.60%
Sensible Financial Planning & Management, LLC. 87,043$8,549,0003.14%
RETIREMENT INCOME SOLUTIONS, INC 73,692$7,237,000,0002.49%
Investment Research & Advisory Group, Inc. 4,335$1,718,0001.26%
Stonehearth Capital Management, LLC 23,032$2,262,0001.23%
SPINNAKER TRUST 139,236$13,674,0001.03%
GOULD ASSET MANAGEMENT LLC /CA/ 32,290$3,171,0000.97%
Affinity Capital Advisors, LLC 25,752$2,529,0000.93%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 172,337$16,925,0000.88%
View complete list of SPDR SER TR shareholders