BALASA DINVERNO & FOLTZ LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$1,966,000
+16.9%
39,251
+22.0%
0.12%
+17.0%
Q2 2022$1,682,000
+644.2%
32,175
+842.2%
0.11%
+606.7%
Q1 2022$226,0003,4150.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders