Meridian Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,519,636
-3.4%
92,909
-0.7%
0.34%
-29.7%
Q2 2023$5,711,165
+8.2%
93,610
-1.9%
0.48%
+4.3%
Q1 2023$5,280,319
+5.4%
95,381
-3.5%
0.46%
-5.9%
Q4 2022$5,007,761
-0.8%
98,831
-1.9%
0.49%
-9.8%
Q3 2022$5,047,000
-54.9%
100,735
-52.9%
0.54%
-40.7%
Q2 2022$11,189,000
+151.2%
214,015
+218.1%
0.92%
+87.9%
Q1 2022$4,454,000
+0.4%
67,270
+9.9%
0.49%
+2.7%
Q4 2021$4,438,000
+35.1%
61,233
+19.4%
0.47%
+17.0%
Q3 2021$3,284,000
+11.9%
51,292
+10.0%
0.40%
+8.3%
Q2 2021$2,936,000
+1.7%
46,625
-8.9%
0.37%
-11.0%
Q1 2021$2,886,000
-66.6%
51,172
-67.2%
0.42%
-69.4%
Q4 2020$8,637,000
+11.7%
156,215
+1.2%
1.37%
-27.7%
Q3 2020$7,731,000
+861.6%
154,294
+761.2%
1.90%
+604.5%
Q2 2020$804,000
+35.6%
17,916
+7.9%
0.27%
+2.3%
Q1 2020$593,000
+66.1%
16,611
+94.5%
0.26%
+52.9%
Q4 2019$357,000
+18.6%
8,542
+10.2%
0.17%
+21.1%
Q3 2019$301,000
-81.6%
7,749
+83.8%
0.14%
+115.2%
Q2 2019$1,634,0004,2170.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders