Modera Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,074,346
-12.1%
51,861
-9.5%
0.06%
-7.9%
Q2 2023$3,496,572
+288.5%
57,311
+252.6%
0.06%
+80.0%
Q1 2023$899,909
+11.1%
16,256
+1.7%
0.04%
+6.1%
Q4 2022$810,261
-22.8%
15,991
-23.7%
0.03%
-37.7%
Q3 2022$1,050,000
-16.6%
20,959
-13.0%
0.05%
-11.7%
Q2 2022$1,259,000
-25.4%
24,083
-5.5%
0.06%
-20.0%
Q1 2022$1,688,000
-16.7%
25,490
-8.9%
0.08%
-2.6%
Q4 2021$2,027,00027,9740.08%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,254,199$83,041,00025.21%
Investments & Financial Planning, LLC 359,308$23,790,00020.80%
NICOLET ADVISORY SERVICES, LLC 2,041,255$131,644,00017.18%
Measured Wealth Private Client Group, LLC 694,833$46,005,00016.91%
Willis Johnson & Associates, Inc. 1,615,519$106,964,00014.04%
ERTS Wealth Advisors, LLC 744,388$49,286,00013.80%
Compton Financial Group, LLC 504,613$33,410,00013.80%
RESTON WEALTH MANAGEMENT LLC 405,285$26,834,00013.76%
Focused Wealth Management, Inc 1,246,180$82,510,00013.07%
Choice Wealth Advisors, LLC 246,889$16,001,00012.69%
View complete list of SPDR SER TR shareholders