First Heartland Consultants, Inc. - 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
First Heartland Consultants, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,421
-99.9%
226,398
+10.4%
1.69%
+4.3%
Q2 2023$12,513,606
+4.8%
205,107
-4.9%
1.62%
-9.7%
Q1 2023$11,940,879
+5.8%
215,695
-3.2%
1.80%
-1.2%
Q4 2022$11,286,861
-33.0%
222,752
-39.1%
1.82%
+25.9%
Q3 2022$16,834,000
-21.0%
366,023
-10.2%
1.44%
-56.7%
Q2 2022$21,307,000
-20.8%
407,573
+0.3%
3.34%
-19.9%
Q1 2022$26,912,000
-14.0%
406,474
-5.9%
4.17%
+249.5%
Q4 2021$31,310,000
+25.0%
432,050
+10.4%
1.19%
-68.7%
Q3 2021$25,054,000
+34.1%
391,351
+31.9%
3.81%
+34.7%
Q2 2021$18,690,000
+154.7%
296,805
+128.1%
2.83%
+142.8%
Q1 2021$7,339,000
-32.4%
130,126
-33.7%
1.17%
-35.4%
Q4 2020$10,852,000
-64.7%
196,272
-68.0%
1.80%
-69.0%
Q3 2020$30,743,000
-0.6%
613,508
-10.9%
5.83%
-4.4%
Q2 2020$30,917,000
+645.5%
688,271
+493.2%
6.10%
+470.9%
Q1 2020$4,147,000
-69.3%
116,035
-63.9%
1.07%
-59.8%
Q4 2019$13,489,000
+81.3%
321,864
+68.3%
2.66%
+66.3%
Q3 2019$7,439,000
+241.9%
191,281
+240.5%
1.60%
+205.4%
Q2 2019$2,176,000
+115.0%
56,177
+106.6%
0.52%
+84.2%
Q1 2019$1,012,000
-66.8%
27,192
-71.0%
0.28%
-75.0%
Q4 2018$3,046,000
-7.4%
93,723
+8.9%
1.14%
+10.4%
Q3 2018$3,291,000
+114.0%
86,060
+96.5%
1.03%
+90.0%
Q2 2018$1,538,000
+85.7%
43,790
+77.2%
0.54%
+118.5%
Q1 2018$828,000
+56.8%
24,711
+54.6%
0.25%
+56.0%
Q4 2017$528,00015,9880.16%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders