Carroll Financial Associates, Inc. - 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
Carroll Financial Associates, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$33,000
+13.8%
450
-0.7%
0.00%0.0%
Q3 2021$29,000
+3.6%
4530.0%0.00%0.0%
Q2 2021$28,000
+12.0%
453
+0.2%
0.00%0.0%
Q1 2021$25,000
-13.8%
452
-16.6%
0.00%0.0%
Q4 2020$29,000
+31.8%
542
+20.2%
0.00%0.0%
Q3 2020$22,000
+10.0%
451
+0.2%
0.00%0.0%
Q2 2020$20,000
+25.0%
450
+0.2%
0.00%0.0%
Q1 2020$16,000
-11.1%
449
+0.2%
0.00%
+100.0%
Q4 2019$18,000
+5.9%
448
+0.2%
0.00%0.0%
Q3 2019$17,0000.0%447
+0.2%
0.00%0.0%
Q2 2019$17,000
+6.2%
4460.0%0.00%0.0%
Q1 2019$16,000
+14.3%
4460.0%0.00%
-50.0%
Q4 2018$14,000
-17.6%
4460.0%0.00%0.0%
Q3 2018$17,000
+13.3%
4460.0%0.00%0.0%
Q2 2018$15,0004460.00%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders