Clear Perspectives Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 410 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.22 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 Q1 2023
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