Forvis Mazars Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 543 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
Forvis Mazars Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$273,508
+12.4%
3,7390.0%0.01%0.0%
Q4 2023$243,259
+3.5%
3,739
-5.7%
0.01%0.0%
Q3 2023$234,986
-22.3%
3,964
-20.0%
0.01%
-22.2%
Q2 2023$302,304
-21.9%
4,955
-29.1%
0.01%
-30.8%
Q1 2023$387,085
-9.1%
6,992
-16.8%
0.01%
-13.3%
Q4 2022$425,996
-26.2%
8,407
-27.0%
0.02%
-34.8%
Q3 2022$577,000
+2.3%
11,512
+6.8%
0.02%0.0%
Q2 2022$564,000
-62.8%
10,783
-52.9%
0.02%
-64.1%
Q1 2022$1,516,000
-3.7%
22,899
+5.4%
0.06%
-3.0%
Q4 2021$1,574,000
+10.1%
21,721
-2.7%
0.07%0.0%
Q3 2021$1,429,000
+23.9%
22,323
+21.9%
0.07%
+22.2%
Q2 2021$1,153,000
-6.3%
18,312
-16.1%
0.05%
-11.5%
Q1 2021$1,231,000
+8.9%
21,833
+6.9%
0.06%
+7.0%
Q4 2020$1,130,000
+306.5%
20,433
+268.4%
0.06%
+256.2%
Q3 2020$278,0005,5460.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 127,296$10,20030.99%
Black Swift Group, LLC 1,377,588$110,386,12625.50%
Wealth Advisors of Iowa, LLC 725,715$41,680,04623.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,624,030$130,133,52322.85%
Leicht Financial Planning & Wealth Management, Inc. 531,543$42,592,54422.68%
RESTON WEALTH MANAGEMENT LLC 670,007$53,687,66321.47%
Investments & Financial Planning, LLC 392,891$31,482,35821.14%
Compton Financial Group, LLC 679,602$54,456,53617.68%
Destiny Capital Corp/CO 313,961$25,157,66017.19%
Focused Wealth Management, Inc 1,412,604$113,191,96316.18%
View complete list of SPDR SER TR shareholders