SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 704 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
SRS Capital Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$13,210
+19.8%
165
+9.3%
0.00%0.0%
Q1 2024$11,023
-24.2%
151
-32.3%
0.00%
-50.0%
Q4 2023$14,540
+640.7%
223
+575.8%
0.00%
Q3 2023$1,963
-88.7%
33
-88.4%
0.00%
-100.0%
Q2 2023$17,390
+34.8%
285
+22.3%
0.00%0.0%
Q1 2023$12,899
+218.2%
233
+191.2%
0.00%
+100.0%
Q4 2022$4,054
+1.4%
800.0%0.00%0.0%
Q3 2022$4,0000.0%800.0%0.00%0.0%
Q2 2022$4,000
-20.0%
800.0%0.00%0.0%
Q1 2022$5,000
-76.2%
80
-83.0%
0.00%
-75.0%
Q2 2020$21,000
-36.4%
470
-49.2%
0.00%
-50.0%
Q1 2020$33,000
-17.5%
926
-10.7%
0.01%
-38.5%
Q2 2019$40,000
+2.6%
1,037
+2.9%
0.01%
-18.8%
Q3 2018$39,0001,0080.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 127,296$10,20030.99%
Black Swift Group, LLC 1,377,588$110,386,12625.50%
Wealth Advisors of Iowa, LLC 725,715$41,680,04623.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,624,030$130,133,52322.85%
Leicht Financial Planning & Wealth Management, Inc. 531,543$42,592,54422.68%
RESTON WEALTH MANAGEMENT LLC 670,007$53,687,66321.47%
Investments & Financial Planning, LLC 392,891$31,482,35821.14%
Compton Financial Group, LLC 679,602$54,456,53617.68%
Destiny Capital Corp/CO 313,961$25,157,66017.19%
Focused Wealth Management, Inc 1,412,604$113,191,96316.18%
View complete list of SPDR SER TR shareholders