Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 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
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$64,000
-21.0%
1,2180.0%0.04%
-9.8%
Q1 2022$81,000
-30.8%
1,218
-24.5%
0.04%
-39.7%
Q4 2021$117,000
+13.6%
1,6140.0%0.07%
+44.7%
Q3 2021$103,000
+33.8%
1,614
+32.5%
0.05%
+38.2%
Q2 2021$77,000
+11.6%
1,2180.0%0.03%
+13.3%
Q1 2021$69,000
+3.0%
1,2180.0%0.03%
-3.2%
Q4 2020$67,000
+9.8%
1,2180.0%0.03%
-13.9%
Q3 2020$61,000
+10.9%
1,2180.0%0.04%
+2.9%
Q2 2020$55,000
+57.1%
1,218
+26.0%
0.04%
+40.0%
Q1 2020$35,000
-14.6%
9670.0%0.02%
+25.0%
Q4 2019$41,0009670.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
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