Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$35,805
+492.8%
604
+510.1%
0.00%
Q2 2023$6,040
+10.2%
990.0%0.00%
Q1 2023$5,481
-28.8%
99
-34.9%
0.00%
Q4 2022$7,702
+54.0%
152
+53.5%
0.00%
Q3 2022$5,000
-97.0%
99
-96.9%
0.00%
-100.0%
Q2 2022$168,000
-16.0%
3,214
+6.6%
0.01%0.0%
Q1 2022$200,000
-71.0%
3,016
-68.3%
0.01%
-70.6%
Q4 2021$690,000
-10.7%
9,527
-21.1%
0.02%
-22.7%
Q3 2021$773,000
+11.2%
12,069
+9.4%
0.02%
+10.0%
Q2 2021$695,000
+7.4%
11,030
-3.8%
0.02%
-4.8%
Q1 2021$647,000
+244.1%
11,469
+205.5%
0.02%
+162.5%
Q4 2020$188,0000.0%3,7540.0%0.01%0.0%
Q3 2020$188,000
+1346.2%
3,754
+1383.8%
0.01%
+700.0%
Q3 2018$13,000
+62.5%
253
+7.7%
0.00%
Q2 2018$8,0000.0%2350.0%0.00%
Q1 2018$8,0002350.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders