Wealthspire Advisors, 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
Wealthspire Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$241,000
+20.5%
4,803
+59.2%
0.01%
+25.0%
Q1 2022$200,000
-8.7%
3,0170.0%0.00%
-20.0%
Q4 2021$219,000
+9.0%
3,017
-4.0%
0.01%
+25.0%
Q3 2021$201,000
-1.5%
3,142
-3.1%
0.00%
-20.0%
Q2 2021$204,000
-19.0%
3,242
-27.4%
0.01%
-16.7%
Q1 2021$252,0004,4670.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders