JFS WEALTH ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$547,511
+16.7%
9,236
+20.2%
0.05%
+23.8%
Q2 2023$468,984
+10.4%
7,687
+0.2%
0.04%
+5.0%
Q1 2023$424,722
+140.1%
7,672
+119.8%
0.04%
+135.3%
Q4 2022$176,862
+489.5%
3,490
+476.9%
0.02%
+466.7%
Q3 2022$30,000
+15.4%
605
+20.0%
0.00%0.0%
Q2 2022$26,000
-21.2%
504
+0.2%
0.00%0.0%
Q1 2022$33,000
-54.8%
503
-49.8%
0.00%
-57.1%
Q4 2021$73,0001,002
+19940.0%
0.01%
Q4 2020$050.0%0.00%
Q3 2020$050.0%0.00%
Q2 2020$050.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
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