TCI Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$20,022
+9.5%
362
+0.3%
0.00%0.0%
Q4 2022$18,290
+1.6%
361
+0.3%
0.00%0.0%
Q3 2022$18,000
+63.6%
360
+73.9%
0.00%
+50.0%
Q2 2022$11,000
-21.4%
207
+0.5%
0.00%0.0%
Q1 2022$14,000
-6.7%
2060.0%0.00%0.0%
Q4 2021$15,000
+15.4%
2060.0%0.00%0.0%
Q3 2021$13,0000.0%206
+0.5%
0.00%0.0%
Q2 2021$13,000
+8.3%
2050.0%0.00%
-60.0%
Q1 2021$12,000
+9.1%
2050.0%0.01%0.0%
Q4 2020$11,000
+10.0%
205
+0.5%
0.01%
+25.0%
Q3 2020$10,000
+11.1%
2040.0%0.00%0.0%
Q2 2020$9,000
+28.6%
204
+0.5%
0.00%
+33.3%
Q1 2020$7,000
-12.5%
203
+0.5%
0.00%0.0%
Q4 2019$8,000
+100.0%
202
+92.4%
0.00%
+50.0%
Q3 2019$4,000
-96.5%
105
-97.0%
0.00%
-96.4%
Q4 2018$114,0003,5150.06%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders