Cornerstone Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 238 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,767,416
+0.1%
131,028
+3.1%
0.73%
+5.8%
Q2 2023$7,756,855
+20.6%
127,141
+9.4%
0.69%
+9.7%
Q1 2023$6,434,554
+16.8%
116,231
+5.7%
0.63%
+3.1%
Q3 2022$5,510,000
+2.3%
109,979
+6.8%
0.61%
+2.7%
Q2 2022$5,386,000
-2.4%
103,017
+23.6%
0.60%
+11.4%
Q1 2022$5,518,000
-30.4%
83,348
-23.8%
0.54%
-29.0%
Q4 2021$7,923,000
+27.1%
109,428
+12.4%
0.76%
+13.9%
Q3 2021$6,235,000
+27.5%
97,388
+25.4%
0.66%
+28.7%
Q2 2021$4,891,000
+7.7%
77,673
-3.5%
0.52%
-4.1%
Q1 2021$4,542,000
+78.9%
80,524
+75.4%
0.54%
+68.3%
Q4 2020$2,539,000
+56.7%
45,914
+42.0%
0.32%
+32.9%
Q3 2020$1,620,000
+48.9%
32,331
+33.5%
0.24%
+36.4%
Q2 2020$1,088,000
+74.4%
24,216
+38.8%
0.18%
+46.7%
Q1 2020$624,000
-88.9%
17,447
-97.5%
0.12%
+69.0%
Q3 2018$5,607,000
-73.8%
703,679
-7.0%
0.07%
-70.5%
Q2 2018$21,415,000
+2946.2%
756,594
+3435.5%
0.24%
+79.9%
Q1 2018$703,000
-9.2%
21,400
-5.4%
0.13%
-7.6%
Q4 2017$774,000
+10.4%
22,627
+303.5%
0.14%0.0%
Q3 2017$701,000
-3.4%
5,607
-7.8%
0.14%
-11.0%
Q2 2017$726,000
+15.8%
6,080
+10.0%
0.16%
+5.2%
Q1 2017$627,000
+6.3%
5,528
-0.6%
0.16%
-18.0%
Q4 2016$590,000
-6.6%
5,563
-8.0%
0.19%
-18.9%
Q3 2016$632,000
+3.9%
6,049
+0.4%
0.23%
-49.6%
Q1 2016$608,0006,0230.46%
Other shareholders
SPDR SER TR shareholders Q3 2018
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