Clear Perspectives Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 416 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 ↓
PRUDENT INVESTORS NETWORK, INC. 236,368$9,100,0005.14%
Genesee Capital Advisors, LLC 136,918$5,271,0003.13%
Mitsubishi UFJ Asset Management (UK) Ltd. 180,000$6,930,0003.06%
Piedmont Capital Management, LLC 82,266$3,186,0002.98%
COWA, LLC 110,504$4,291,0002.58%
Delta Investment Management, LLC 186,347$7,174,0002.28%
WESPAC Advisors, LLC 65,818$2,534,0001.89%
RDA Financial Network 108,669$4,184,0001.80%
Curtis Advisory Group, LLC 98,021$3,774,0001.67%
FULTON BREAKEFIELD BROENNIMAN LLC 354,637$13,654,0001.26%
View complete list of SPDR SER TR shareholders