NWAM LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 814 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
NWAM LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$925,566
+8.2%
12,645
-3.8%
0.08%
+8.7%
Q4 2023$855,497
+1.3%
13,149
-7.7%
0.07%
-19.8%
Q3 2023$844,740
+133.2%
14,250
+140.0%
0.09%
+186.7%
Q2 2023$362,2775,9380.03%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 127,296$10,20030.99%
Black Swift Group, LLC 1,377,588$110,386,12625.50%
Wealth Advisors of Iowa, LLC 725,715$41,680,04623.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,624,030$130,133,52322.85%
Leicht Financial Planning & Wealth Management, Inc. 531,543$42,592,54422.68%
RESTON WEALTH MANAGEMENT LLC 670,007$53,687,66321.47%
Investments & Financial Planning, LLC 392,891$31,482,35821.14%
Compton Financial Group, LLC 679,602$54,456,53617.68%
Destiny Capital Corp/CO 313,961$25,157,66017.19%
Focused Wealth Management, Inc 1,412,604$113,191,96316.18%
View complete list of SPDR SER TR shareholders