McKinley Carter Wealth Services, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 341 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$402,238
-4.8%
6,785
-2.0%
0.03%0.0%
Q2 2023$422,507
+4.8%
6,925
-4.9%
0.03%0.0%
Q1 2023$403,124
+40.5%
7,282
+28.6%
0.03%
+33.3%
Q4 2022$286,944
-0.7%
5,663
-1.9%
0.02%
-11.1%
Q3 2022$289,000
-18.8%
5,772
-15.2%
0.03%
-15.6%
Q2 2022$356,000
-22.8%
6,804
-2.3%
0.03%
-11.1%
Q1 2022$461,000
-8.9%
6,961
-0.3%
0.04%
-5.3%
Q4 2021$506,000
-19.0%
6,980
-28.6%
0.04%
-25.5%
Q3 2021$625,000
+0.2%
9,771
-1.4%
0.05%
-1.9%
Q2 2021$624,000
+10.4%
9,907
-1.0%
0.05%
+8.3%
Q1 2021$565,000
+0.7%
10,006
-1.4%
0.05%
-35.1%
Q4 2020$561,000
+52.9%
10,145
+24.2%
0.07%
-17.8%
Q2 2020$367,000
+23.6%
8,170
-1.5%
0.09%
+1.1%
Q1 2020$297,000
-31.7%
8,296
-20.1%
0.09%
-12.7%
Q4 2019$435,000
+4.1%
10,388
-3.2%
0.10%
-4.7%
Q3 2019$418,00010,7360.11%
Other shareholders
SPDR SER TR shareholders Q3 2019
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