Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 297 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$925,000
-44.4%
12,759
-50.9%
0.24%
-47.7%
Q3 2021$1,664,000
+1.6%
25,9940.0%0.46%
-2.5%
Q2 2021$1,637,000
+11.7%
25,9940.0%0.47%
+11.6%
Q1 2021$1,466,000
+4.5%
25,994
+2.4%
0.42%
-9.6%
Q4 2020$1,403,000
+14.4%
25,380
+3.8%
0.47%
+2.0%
Q3 2020$1,226,000
+17.4%
24,462
+5.3%
0.46%
+6.5%
Q2 2020$1,044,000
+9.5%
23,241
-12.9%
0.43%
-10.6%
Q1 2020$953,000
+222.0%
26,677
+277.2%
0.48%
+305.9%
Q4 2019$296,000
+7.6%
7,0720.0%0.12%
+5.3%
Q3 2019$275,000
+0.4%
7,0720.0%0.11%
-1.7%
Q2 2019$274,000
+4.2%
7,0720.0%0.12%
+8.5%
Q1 2019$263,000
-74.3%
7,072
-77.5%
0.11%
-74.9%
Q4 2018$1,023,000
+3553.6%
31,491
+3836.4%
0.42%
+3745.5%
Q3 2018$28,0000.0%8000.0%0.01%0.0%
Q2 2018$28,000
+3.7%
8000.0%0.01%
+10.0%
Q1 2018$27,000
+3.8%
8000.0%0.01%
+11.1%
Q4 2017$26,0008000.01%
Other shareholders
SPDR SER TR shareholders Q1 2019
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