Permanens Capital L.P. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
Permanens Capital L.P. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$400,140
-2.8%
6,7500.0%0.07%
-28.4%
Q2 2023$411,818
+201.2%
6,750
+150.2%
0.10%
+187.9%
Q4 2022$136,708
-58.9%
2,698
-46.3%
0.03%
-36.5%
Q1 2022$333,000
-17.4%
5,028
-9.6%
0.05%
-17.5%
Q4 2021$403,000
+18.2%
5,562
+4.3%
0.06%
+1.6%
Q3 2021$341,000
-16.0%
5,334
-17.2%
0.06%
-15.1%
Q2 2021$406,000
-47.3%
6,445
-52.8%
0.07%
-53.8%
Q1 2021$771,000
-29.2%
13,655
-30.7%
0.16%
-31.0%
Q4 2020$1,089,000
+6.6%
19,692
-3.5%
0.23%
-35.1%
Q3 2020$1,022,000
+38.3%
20,412
+24.1%
0.35%
+26.5%
Q2 2020$739,000
-22.4%
16,447
-38.2%
0.28%
-7.3%
Q1 2020$952,000
-93.8%
26,617
-92.7%
0.30%
-92.2%
Q4 2019$15,375,000
+9.9%
366,848
+2.0%
3.86%
-1.3%
Q3 2019$13,989,000
+3.8%
359,708
+3.4%
3.91%
+2.2%
Q2 2019$13,472,000
-7.6%
347,836
-11.2%
3.83%
-11.3%
Q1 2019$14,582,000391,8924.32%
Other shareholders
SPDR SER TR shareholders Q3 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