NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 457 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 1.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,230,975
-2.3%
155,718
+0.6%
0.98%
-0.6%
Q2 2023$9,444,589
+9.7%
154,804
-0.5%
0.98%
-3.5%
Q1 2023$8,612,837
+8.3%
155,579
-0.9%
1.02%
+2.6%
Q4 2022$7,951,412
-2.3%
156,925
-3.4%
0.99%
-2.6%
Q3 2022$8,142,000
+115.1%
162,506
+124.5%
1.02%
+109.9%
Q2 2022$3,785,000
-19.2%
72,399
+2.3%
0.48%
-2.4%
Q1 2022$4,684,000
-0.7%
70,739
+8.7%
0.50%
-0.6%
Q4 2021$4,717,000
+28.2%
65,085
+13.2%
0.50%
+16.3%
Q3 2021$3,680,000
+0.5%
57,485
-1.2%
0.43%
-0.9%
Q2 2021$3,662,000
+35.6%
58,162
+21.4%
0.43%
+22.6%
Q1 2021$2,701,000
+5.5%
47,892
+3.4%
0.35%
-1.1%
Q4 2020$2,560,000
+9.3%
46,297
-1.0%
0.36%
-4.8%
Q3 2020$2,342,000
+12.1%
46,747
+0.5%
0.38%
+5.3%
Q2 2020$2,090,000
+31.0%
46,532
+4.2%
0.36%
+21.0%
Q1 2020$1,596,00044,6650.30%
Other shareholders
SPDR SER TR shareholders Q2 2020
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