Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$57
+280.0%
966
+283.3%
0.02%
+320.0%
Q2 2023$15
+7.1%
2520.0%0.01%0.0%
Q1 2023$14
+7.7%
2520.0%0.01%
-16.7%
Q4 2022$13
-99.9%
2520.0%0.01%0.0%
Q3 2022$13,0000.0%2520.0%0.01%
+20.0%
Q2 2022$13,000
-23.5%
2520.0%0.01%
-16.7%
Q1 2022$17,000
-5.6%
2520.0%0.01%0.0%
Q4 2021$18,000
+12.5%
2520.0%0.01%0.0%
Q3 2021$16,0000.0%2520.0%0.01%0.0%
Q2 2021$16,000
+14.3%
2520.0%0.01%0.0%
Q1 2021$14,0000.0%2520.0%0.01%0.0%
Q4 2020$14,000
+7.7%
2520.0%0.01%0.0%
Q3 2020$13,000
+18.2%
2520.0%0.01%
+20.0%
Q2 2020$11,000
+22.2%
2520.0%0.01%
+25.0%
Q1 2020$9,000
-25.0%
252
-11.0%
0.00%
-33.3%
Q4 2019$12,000
+9.1%
2830.0%0.01%0.0%
Q3 2019$11,000
+1000.0%
283
+812.9%
0.01%
+500.0%
Q2 2019$1,0000.0%310.0%0.00%0.0%
Q1 2019$1,0000.0%31
+3.3%
0.00%0.0%
Q4 2018$1,0000.0%300.0%0.00%0.0%
Q3 2018$1,000
-100.0%
30
-100.0%
0.00%
-100.0%
Q2 2018$4,399,000
+1.5%
125,224
-3.1%
2.37%
-6.6%
Q1 2018$4,332,000129,2282.54%
Other shareholders
SPDR SER TR shareholders Q4 2020
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