Eagle Ridge Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 111 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$204,000
-15.0%
1,634
-10.9%
0.02%
-12.0%
Q4 2021$240,000
+9.6%
1,8340.0%0.02%
+4.2%
Q3 2021$219,0000.0%1,8340.0%0.02%
-4.0%
Q2 2021$219,000
+7.4%
1,8340.0%0.02%0.0%
Q1 2021$204,000
-0.5%
1,834
-15.2%
0.02%
-13.8%
Q3 2020$205,0002,1630.03%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 828,315$99,96124.05%
Eagle Strategies LLC 286,561$34,582,2328.51%
Garrett Wealth Advisory Group, LLC 137,219$16,559,5187.54%
SFMG, LLC 490,363$59,176,9926.08%
Resource Planning Group 49,452$5,967,8865.06%
Great Point Wealth Advisors, LLC 123,391$14,890,8274.47%
Goodman Advisory Group, LLC 76,784$9,266,2473.46%
Sage Mountain Advisors LLC 192,131$23,186,3423.19%
COLONY GROUP LLC 1,444,586$174,3332.62%
Stadion Money Management, LLC 232,340$28,038,7912.32%
View complete list of SPDR SER TR shareholders