Shepherd Financial Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

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 Q4 2022
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