DONALDSON CAPITAL MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.

Quarter-by-quarter ownership
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$229,300
-16.2%
3,868
-13.8%
0.01%
-8.3%
Q2 2023$273,600
-6.5%
4,485
-15.2%
0.01%
-14.3%
Q1 2023$292,770
+3.6%
5,288
-5.2%
0.01%0.0%
Q4 2022$282,684
-1.8%
5,579
-2.8%
0.01%
-12.5%
Q3 2022$288,000
-3.4%
5,740
+0.7%
0.02%
+6.7%
Q2 2022$298,000
-34.6%
5,700
-17.2%
0.02%
-28.6%
Q1 2022$456,000
-63.8%
6,886
-60.4%
0.02%
-61.8%
Q4 2021$1,261,000
+22.0%
17,403
+7.8%
0.06%
+5.8%
Q3 2021$1,034,000
+1.9%
16,151
+0.2%
0.05%0.0%
Q2 2021$1,015,000
+157.0%
16,126
+130.0%
0.05%
+136.4%
Q1 2021$395,000
-11.8%
7,010
-13.6%
0.02%
-18.5%
Q4 2020$448,000
+41.3%
8,111
+28.4%
0.03%
+28.6%
Q3 2020$317,0006,3170.02%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders