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 ↓
Capital Directions Investment Advisors, LLC 1,254,199$83,041,00025.21%
Investments & Financial Planning, LLC 359,308$23,790,00020.80%
NICOLET ADVISORY SERVICES, LLC 2,041,255$131,644,00017.18%
Measured Wealth Private Client Group, LLC 694,833$46,005,00016.91%
Willis Johnson & Associates, Inc. 1,615,519$106,964,00014.04%
ERTS Wealth Advisors, LLC 744,388$49,286,00013.80%
Compton Financial Group, LLC 504,613$33,410,00013.80%
RESTON WEALTH MANAGEMENT LLC 405,285$26,834,00013.76%
Focused Wealth Management, Inc 1,246,180$82,510,00013.07%
Choice Wealth Advisors, LLC 246,889$16,001,00012.69%
View complete list of SPDR SER TR shareholders