Laurel Wealth 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
Laurel Wealth Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$757
-42.8%
21,573
-39.5%
0.59%
-37.7%
Q2 2023$1,323
-48.2%
35,669
-46.9%
0.94%
-44.1%
Q1 2023$2,552
-99.9%
67,157
-30.8%
1.69%
-31.7%
Q4 2022$3,839,102
-6.8%
96,996
-16.5%
2.48%
-18.4%
Q3 2022$4,120,000
-15.2%
116,162
-4.6%
3.03%
-11.3%
Q2 2022$4,860,000
+71.6%
121,780
+89.0%
3.42%
+78.9%
Q1 2022$2,832,00064,4371.91%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
PRUDENTIAL PLC 21,813,330$917,251,00012.56%
PRUDENT INVESTORS NETWORK, INC. 281,550$11,839,0005.58%
COWA, LLC 200,461$8,438,0004.25%
Proquility Private Wealth Partners, LLC 11,391,503$11,392,0004.01%
Heartwood Wealth Advisors LLC 605,296$25,453,0003.82%
Erickson Financial Group, LLC 100,108$4,210,0003.63%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 100,314$4,218,0003.43%
Tiller Private Wealth, Inc. 126,260$5,309,0003.35%
Vestmark Advisory Solutions, Inc. 1,357,441$57,080,0003.22%
Econ Financial Services Corp 99,123$4,168,0003.07%
View complete list of SPDR SER TR shareholders