Clear Perspectives Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 414 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$3,954,398
+9.1%
99,909
-2.2%
2.10%
+18.2%
Q3 2022$3,624,000
-0.1%
102,159
+12.4%
1.78%
+25.7%
Q2 2022$3,626,00090,8651.41%
Other shareholders
SPDR SER TR shareholders Q4 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