Laurel Wealth Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 9,663,848$338,911,1499.00%
COWA, LLC 330,817$11,607,4507.84%
Hapanowicz & Associates Financial Services, Inc 296,162$10,386,3947.38%
PRUDENTIAL PLC 16,633,558$583,338,8796.48%
Gunma Bank,Ltd. 215,000$7,5405.49%
Sonoma Private Wealth LLC 84,207$2,953,1485.38%
Curran Financial Partners, LLC 340,940$11,956,7515.21%
Erickson Financial Group, LLC 153,991$5,400,4645.05%
Hibernia Wealth Partners, LLC 166,719$5,846,8374.53%
Sage Advisory Services, Ltd.Co. 444,725$15,597,0004.36%
View complete list of SPDR SER TR shareholders