TRADITION CAPITAL MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
TRADITION CAPITAL MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$1,893,000
+95.4%
50,877
+70.5%
0.51%
+69.6%
Q4 2018$969,000
+34.6%
29,838
+58.3%
0.30%
+61.2%
Q3 2018$720,000
+40.4%
18,851
+29.0%
0.19%
+28.8%
Q2 2018$513,000
+16.1%
14,608
+10.7%
0.15%
+15.9%
Q1 2018$442,00013,1990.13%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders