Paragon Wealth Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 199 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$988,000
+9.1%
23,592
+1.3%
0.49%
+1.4%
Q3 2019$906,000
+0.7%
23,291
+0.2%
0.48%
-0.8%
Q2 2019$900,000
+4.8%
23,238
+0.6%
0.49%
-2.0%
Q1 2019$859,000
-27.8%
23,090
-37.6%
0.50%
-40.8%
Q4 2018$1,190,000
-16.9%
36,996
-1.2%
0.84%
-5.1%
Q3 2018$1,432,000
+77.0%
37,452
+62.6%
0.89%
+54.7%
Q2 2018$809,000
+79.8%
23,029
+71.7%
0.57%
+49.1%
Q1 2018$450,00013,4160.38%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,263,878$91,593,00026.48%
Investments & Financial Planning, LLC 347,687$22,864,00020.52%
NICOLET ADVISORY SERVICES, LLC 1,953,912$141,600,00017.41%
Measured Wealth Private Client Group, LLC 667,038$48,340,00017.08%
ACUTE INVESTMENT ADVISORY, LLC 300,905$21,807,00015.92%
Compton Financial Group, LLC 537,076$38,922,00015.83%
Willis Johnson & Associates, Inc. 1,572,806$113,981,00014.71%
Hofer & Associates. Inc 220,243$15,961,00014.45%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 417,283$30,240,00014.34%
RESTON WEALTH MANAGEMENT LLC 406,605$29,467,00014.30%
View complete list of SPDR SER TR shareholders