Shepherd Financial Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$860,983
-2.8%
14,5240.0%0.14%
-1.5%
Q2 2023$886,109
-47.2%
14,524
-56.6%
0.14%
-58.1%
Q3 2022$1,678,000
+408.5%
33,485
+230.1%
0.33%
+354.2%
Q4 2018$330,000
-20.1%
10,145
-13.9%
0.07%
-22.6%
Q3 2018$413,000
-0.7%
11,7770.0%0.09%
-1.1%
Q2 2018$416,00011,7770.09%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders