Laurel Wealth Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 407 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$204
-73.1%
5,206
-75.9%
0.14%
-75.6%
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 Q2 2023
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 10,592,146$426,122,0348.56%
COWA, LLC 252,970$10,168,2775.42%
Curran Financial Partners, LLC 380,496$15,307,3595.12%
Erickson Financial Group, LLC 144,325$5,806,1954.43%
Barry Investment Advisors, LLC 311,606$12,535,9254.22%
Gunma Bank,Ltd. 115,000$4,6263.86%
Sonoma Private Wealth LLC 50,004$2,011,6433.26%
Genesee Capital Advisors, LLC 146,628$5,898,8492.89%
Financial Gravity Asset Management, Inc. 265,415$10,647,5752.66%
Keystone Financial Planning, Inc. 191,196$7,691,7992.54%
View complete list of SPDR SER TR shareholders