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 ↓
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