IBEX WEALTH ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$2,845,000
-21.1%
54,414
-0.1%
0.66%
-5.2%
Q1 2022$3,607,000
-17.2%
54,477
-9.4%
0.69%
-10.4%
Q4 2021$4,357,000
+20.6%
60,125
+6.6%
0.77%
+10.9%
Q3 2021$3,612,000
-2.2%
56,421
-3.8%
0.70%
-6.0%
Q2 2021$3,694,000
+13.2%
58,661
+1.4%
0.74%
-8.2%
Q1 2021$3,263,000
+33.4%
57,849
+30.7%
0.80%
+26.0%
Q4 2020$2,446,000
+1274.2%
44,247
+859.2%
0.64%
+1152.9%
Q2 2019$178,000
+1877.8%
4,613
+5264.0%
0.05%
+1175.0%
Q4 2016$9,000860.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders