Lido Advisors, 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
Lido Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,794,402
-6.4%
30,270
-3.7%
0.01%0.0%
Q2 2023$1,917,085
+11.1%
31,422
+0.8%
0.01%
-17.6%
Q1 2023$1,725,731
-5.1%
31,173
-13.1%
0.02%
-22.7%
Q4 2022$1,818,509
+1.9%
35,889
+0.7%
0.02%0.0%
Q3 2022$1,785,000
-7.3%
35,637
-3.3%
0.02%
-15.4%
Q2 2022$1,926,000
-21.5%
36,858
-0.6%
0.03%
-3.7%
Q1 2022$2,455,000
-12.1%
37,089
-3.7%
0.03%
-10.0%
Q4 2021$2,792,000
+11.6%
38,529
-1.5%
0.03%
-14.3%
Q3 2021$2,502,000
+0.2%
39,097
-1.4%
0.04%0.0%
Q2 2021$2,498,000
+12.9%
39,671
+1.1%
0.04%
-7.9%
Q1 2021$2,212,000
-17.6%
39,221
-19.3%
0.04%
-32.1%
Q4 2020$2,685,000
+11.3%
48,572
+0.9%
0.06%
-9.7%
Q3 2020$2,413,000
+7.2%
48,146
-3.9%
0.06%
-8.8%
Q2 2020$2,251,000
+26.5%
50,105
+0.6%
0.07%
-10.5%
Q1 2020$1,780,000
-22.5%
49,796
-9.1%
0.08%
-16.5%
Q4 2019$2,296,000
+2.0%
54,790
-5.3%
0.09%
-20.2%
Q3 2019$2,250,000
-6.4%
57,847
-6.9%
0.11%
-17.4%
Q2 2019$2,405,000
+10.9%
62,112
+6.6%
0.14%
-2.1%
Q1 2019$2,168,000
+16.7%
58,273
+2.0%
0.14%
-23.0%
Q4 2018$1,857,000
-29.5%
57,153
-17.1%
0.18%
-28.5%
Q3 2018$2,635,000
+18.8%
68,929
+9.1%
0.26%
+0.4%
Q2 2018$2,218,000
-2.0%
63,156
-6.5%
0.26%
-17.7%
Q1 2018$2,264,000
-9.3%
67,558
-10.7%
0.31%
-12.7%
Q4 2017$2,496,000
-2.2%
75,659
-5.1%
0.36%
-12.8%
Q3 2017$2,552,000
+3.5%
79,727
+282.4%
0.41%
-20.5%
Q2 2017$2,465,000
-2.5%
20,849
-3.5%
0.51%
-26.9%
Q1 2017$2,529,000
-45.5%
21,614
-51.0%
0.70%
-38.9%
Q4 2016$4,643,000
+12.7%
44,076
+12.6%
1.14%
-9.1%
Q3 2016$4,119,000
+24.6%
39,141
+19.4%
1.26%
+23.4%
Q2 2016$3,307,000
+119.2%
32,771
+118.4%
1.02%
+100.8%
Q1 2016$1,509,00015,0070.51%
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