Private Ocean, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 297 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$108,939
+8.5%
1,838
+11.7%
0.01%
+7.7%
Q2 2023$100,415
-65.4%
1,646
-68.6%
0.01%
-66.7%
Q1 2023$290,128
+59.1%
5,241
+45.6%
0.04%
+69.6%
Q4 2022$182,412
+1.3%
3,6000.0%0.02%
-17.9%
Q3 2022$180,000
-24.4%
3,6000.0%0.03%
-6.7%
Q1 2022$238,000
-8.8%
3,6000.0%0.03%
-3.2%
Q4 2021$261,000
+13.5%
3,6000.0%0.03%
+10.7%
Q3 2021$230,000
+13.3%
3,6000.0%0.03%
-22.2%
Q1 2021$203,000
+2.0%
3,6000.0%0.04%
-10.0%
Q4 2020$199,000
+10.6%
3,6000.0%0.04%
-4.8%
Q3 2020$180,000
+11.8%
3,6000.0%0.04%
+7.7%
Q2 2020$161,000
+794.4%
3,600
+755.1%
0.04%
+875.0%
Q4 2019$18,000
+5.9%
421
+0.5%
0.00%0.0%
Q3 2019$17,000
+6.2%
419
+0.5%
0.00%0.0%
Q2 2019$16,000
+6.7%
417
+0.2%
0.00%0.0%
Q1 2019$15,000
+15.4%
416
+0.5%
0.00%0.0%
Q4 2018$13,000
-18.8%
414
+0.2%
0.00%
-42.9%
Q3 2018$16,000
+14.3%
413
+0.5%
0.01%
+16.7%
Q2 2018$14,000
+7.7%
411
+0.5%
0.01%0.0%
Q1 2018$13,0000.0%4090.0%0.01%
-14.3%
Q4 2017$13,0004090.01%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders