Sowell Financial Services 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
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,409,000
+142.9%
74,371
+150.0%
0.28%
+174.3%
Q2 2023$1,815,000
+150148.3%
29,748
+36.3%
0.10%
+8.6%
Q1 2023$1,208
-31.9%
21,825
-37.7%
0.09%
-19.1%
Q4 2022$1,774
-99.8%
35,009
+68.8%
0.12%
+9.5%
Q3 2022$1,039,000
-68.1%
20,746
-53.8%
0.10%
-43.9%
Q4 2021$3,256,000
+6.4%
44,933
-6.0%
0.19%
-9.7%
Q3 2021$3,060,000
+83.1%
47,791
+80.1%
0.21%
+86.5%
Q2 2021$1,671,000
+8.0%
26,532
+2.3%
0.11%
+105.6%
Q1 2021$1,547,000
+14.9%
25,931
+6.5%
0.05%
-6.9%
Q4 2020$1,346,000
+28.3%
24,339
+16.2%
0.06%
+11.5%
Q3 2020$1,049,000
+2985.3%
20,944
+2700.0%
0.05%
+2500.0%
Q2 2020$34,000
+36.0%
748
+8.9%
0.00%0.0%
Q1 2020$25,000
-41.9%
687
-32.8%
0.00%
-33.3%
Q4 2019$43,000
-59.0%
1,023
-62.0%
0.00%
-66.7%
Q3 2019$105,0002,6930.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
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