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 ↓
Capital Directions Investment Advisors, LLC 1,263,878$91,593,00026.48%
Investments & Financial Planning, LLC 347,687$22,864,00020.52%
NICOLET ADVISORY SERVICES, LLC 1,953,912$141,600,00017.41%
Measured Wealth Private Client Group, LLC 667,038$48,340,00017.08%
ACUTE INVESTMENT ADVISORY, LLC 300,905$21,807,00015.92%
Compton Financial Group, LLC 537,076$38,922,00015.83%
Willis Johnson & Associates, Inc. 1,572,806$113,981,00014.71%
Hofer & Associates. Inc 220,243$15,961,00014.45%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 417,283$30,240,00014.34%
RESTON WEALTH MANAGEMENT LLC 406,605$29,467,00014.30%
View complete list of SPDR SER TR shareholders