Arete Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$868,067
+22267.1%
14,644
-77.0%
0.15%
-56.3%
Q2 2023$3,881
+10.0%
63,610
-0.2%
0.34%
+19.5%
Q1 2023$3,528
-100.0%
63,735
+1.8%
0.29%
+3.2%
Q4 2022$3,172,579,720
+96950.5%
62,613
-4.0%
0.28%
-13.1%
Q3 2022$3,269,000
+55.1%
65,249
+62.2%
0.32%
+50.2%
Q2 2022$2,107,000
-37.4%
40,230
-20.8%
0.21%
-24.5%
Q1 2022$3,364,000
+100.7%
50,807
+121.1%
0.28%
+97.2%
Q4 2021$1,676,000
+16.6%
22,980
+2.4%
0.14%
-9.5%
Q3 2021$1,437,000
+16.6%
22,445
-2.3%
0.16%
-8.7%
Q2 2021$1,232,000
-6.9%
22,973
-2.1%
0.17%
+2.4%
Q1 2021$1,324,000
-63.9%
23,474
-64.7%
0.17%
-67.4%
Q4 2020$3,666,000
+9.4%
66,529
-1.2%
0.52%
+2.8%
Q3 2020$3,352,000
+4.5%
67,344
-5.7%
0.50%
-9.2%
Q2 2020$3,208,000
+48.5%
71,419
+17.9%
0.56%
+30.8%
Q1 2020$2,160,000
-9.8%
60,571
+6.0%
0.42%
+2.2%
Q4 2019$2,396,000
+106.6%
57,139
+91.5%
0.42%
+87.4%
Q3 2019$1,160,000
+17.3%
29,840
+16.9%
0.22%
+15.6%
Q2 2019$989,000
+25.7%
25,535
+20.7%
0.19%
+17.1%
Q1 2019$787,000
+60.9%
21,161
+40.6%
0.16%
+37.8%
Q4 2018$489,000
+14.5%
15,046
+34.6%
0.12%
+25.3%
Q3 2018$427,000
+8.9%
11,175
+0.3%
0.10%
+2.2%
Q2 2018$392,000
+4.3%
11,147
-0.6%
0.09%
-25.6%
Q1 2018$376,00011,2170.12%
Other shareholders
SPDR SER TR shareholders Q1 2023
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