Linscomb Wealth, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$366,390
-1.0%
6,181
+1.9%
0.02%
+5.0%
Q2 2023$370,114
+10.5%
6,066
+0.3%
0.02%
+11.1%
Q1 2023$334,797
+7.1%
6,048
-2.0%
0.02%
+12.5%
Q4 2022$312,570
+3.2%
6,169
+2.0%
0.02%
-11.1%
Q3 2022$303,000
-3.2%
6,051
+0.9%
0.02%0.0%
Q2 2022$313,000
-21.6%
5,996
-0.5%
0.02%
-5.3%
Q1 2022$399,000
-8.5%
6,026
+0.2%
0.02%
-9.5%
Q4 2021$436,000
+13.5%
6,016
+0.2%
0.02%
+5.0%
Q3 2021$384,000
+1.6%
6,006
+0.2%
0.02%
+5.3%
Q2 2021$378,000
+11.8%
5,996
+0.2%
0.02%
+5.6%
Q1 2021$338,000
+3.0%
5,986
+0.9%
0.02%
-10.0%
Q4 2020$328,000
+10.8%
5,934
+0.3%
0.02%0.0%
Q3 2020$296,000
-42.6%
5,915
-48.5%
0.02%
-47.4%
Q2 2020$516,000
-70.5%
11,491
-76.6%
0.04%
-75.5%
Q1 2020$1,752,000
-11.4%
49,014
+3.9%
0.16%
+20.2%
Q4 2019$1,977,00047,1820.13%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders