Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,512
-17.2%
182
-13.3%
0.00%0.0%
Q2 2023$9,072
+6.6%
210
+1.0%
0.00%0.0%
Q1 2023$8,510
+106275.0%
2080.0%0.00%0.0%
Q4 2022$8
-99.2%
208
+617.2%
0.00%
Q3 2022$1,000
-93.3%
29
-92.8%
0.00%
-100.0%
Q2 2022$15,000
-34.8%
402
-26.5%
0.00%
-50.0%
Q1 2022$23,000
+228.6%
547
+214.4%
0.00%
+100.0%
Q4 2021$7,000
+600.0%
174
+500.0%
0.00%
Q3 2021$1,000
-98.1%
29
-98.2%
0.00%
-100.0%
Q4 2020$54,0001,5780.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 10,127,211$349,288,00023.81%
NICOLET ADVISORY SERVICES, LLC 3,392,221$118,829,00019.38%
RESTON WEALTH MANAGEMENT LLC 927,458$31,988,00019.05%
Choice Wealth Advisors, LLC 609,938$21,037,00017.60%
Willis Johnson & Associates, Inc. 3,102,901$107,019,00015.59%
Tennessee Valley Asset Management Partners 1,078,073$37,183,00014.58%
Whitcomb & Hess, Inc. 913,187$31,496,00014.18%
ERTS Wealth Advisors, LLC 1,448,830$49,970,00014.02%
Compton Financial Group, LLC 838,040$28,904,00013.30%
Ford Financial Group, LLC 837,468$28,884,00012.03%
View complete list of SPDR SER TR shareholders