Waldron Private Wealth 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
Waldron Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$737
-2.8%
12,4360.0%0.04%0.0%
Q2 2023$758
+10.2%
12,4360.0%0.04%
+15.2%
Q1 2023$688
-60.1%
12,436
-63.8%
0.03%
-69.2%
Q4 2022$1,723
-99.9%
34,3950.0%0.11%0.0%
Q3 2022$1,723,000
-4.2%
34,3950.0%0.11%
+5.9%
Q2 2022$1,798,000
+118.5%
34,395
+176.6%
0.10%
+140.5%
Q1 2022$823,000
-8.7%
12,4360.0%0.04%
-4.5%
Q4 2021$901,000
+13.2%
12,4360.0%0.04%
-4.3%
Q3 2021$796,000
+1.7%
12,4360.0%0.05%
-8.0%
Q2 2021$783,000
+11.7%
12,4360.0%0.05%
+2.0%
Q1 2021$701,000
+4.3%
12,436
+2.2%
0.05%
-2.0%
Q4 2020$672,000
+14.7%
12,165
+3.9%
0.05%0.0%
Q3 2020$586,000
+35.3%
11,713
+21.3%
0.05%
+31.6%
Q2 2020$433,0009,6580.04%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders