Baystate Wealth Management 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
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,686
-75.8%
62
-75.1%
0.00%
-100.0%
Q2 2023$15,230
+10.5%
249
+0.4%
0.00%0.0%
Q1 2023$13,777
+137670.0%
248
+22.8%
0.00%0.0%
Q4 2022$10
-99.9%
202
-31.8%
0.00%
-50.0%
Q3 2022$15,000
+7.1%
296
+13.0%
0.00%
+100.0%
Q2 2022$14,000
-39.1%
262
-24.3%
0.00%
-50.0%
Q1 2022$23,000
+187.5%
346
+226.4%
0.00%
+100.0%
Q4 2021$8,000
+700.0%
106
+381.8%
0.00%
Q3 2021$1,000220.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders