Beaumont Financial Partners, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.

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Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$221,000
-8.3%
3,333
+0.1%
0.02%0.0%
Q4 2021$241,000
+13.1%
3,331
+0.0%
0.02%
+6.2%
Q3 2021$213,000
+1.4%
3,3300.0%0.02%0.0%
Q2 2021$210,000
-93.6%
3,330
-96.1%
0.02%
-95.1%
Q3 2018$3,275,000–85,645–0.33%–
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Other shareholders
SPDR SER TR shareholders Q3 2021
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