CAPSTONE WEALTH MANAGEMENT GROUP, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 347 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,977,253
-35.3%
56,381
-31.6%
2.05%
-35.1%
Q2 2023$3,056,892
-10.7%
82,440
-8.5%
3.16%
-16.8%
Q1 2023$3,422,439
-17.1%
90,064
-13.6%
3.79%
-14.6%
Q4 2022$4,128,193
+7.6%
104,300
-3.6%
4.44%
-9.5%
Q3 2022$3,838,000
-10.0%
108,200
+1.2%
4.91%
-4.5%
Q2 2022$4,265,000
-6.5%
106,877
+3.0%
5.14%
+12.8%
Q1 2022$4,561,000
+8.1%
103,786
+3.5%
4.56%
+33.0%
Q4 2021$4,218,000100,3143.43%
Other shareholders
SPDR SER TR shareholders Q1 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