CONCENTRIC WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$201,946
-9.0%
3,310
-17.4%
0.06%
-12.3%
Q1 2023$221,936
-3.5%
4,009
+15.6%
0.07%
+10.6%
Q1 2022$230,000
-8.4%
3,4680.0%0.07%
-7.0%
Q4 2021$251,000
+13.1%
3,4680.0%0.07%
+4.4%
Q3 2021$222,000
+1.8%
3,4680.0%0.07%
+1.5%
Q2 2021$218,000
+5.8%
3,468
-4.8%
0.07%
-1.5%
Q1 2021$206,000
+2.5%
3,6440.0%0.07%
-8.1%
Q4 2020$201,0003,6440.07%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders