Financial Planning & Information Services, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 207 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$219,000
-20.7%
5,676
-32.2%
0.07%
-28.0%
Q4 2020$276,000
-94.2%
8,366
-95.2%
0.09%
-95.0%
Q3 2020$4,763,000
-37.4%
173,838
-36.4%
1.85%
-41.9%
Q2 2020$7,607,000
+22.4%
273,131
+8.1%
3.19%
-1.2%
Q1 2020$6,216,000
-32.2%
252,668
+8.7%
3.23%
-11.4%
Q4 2019$9,171,000
+6.5%
232,424
+2.5%
3.65%
+0.1%
Q3 2019$8,608,000
+12.2%
226,647
+12.4%
3.64%
+9.7%
Q2 2019$7,673,000
+48.7%
201,715
+47.9%
3.32%
+44.6%
Q1 2019$5,159,000
+80.8%
136,348
+62.8%
2.30%
+62.8%
Q4 2018$2,853,000
+187.3%
83,742
+216.5%
1.41%
+267.4%
Q3 2018$993,00026,4610.38%
Other shareholders
SPDR SER TR shareholders Q1 2020
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