Moloney Securities Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 171 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,019,319
-6.4%
67,802
-3.6%
0.72%
-4.6%
Q2 2023$4,292,585
+7.3%
70,359
-2.7%
0.76%
+1.9%
Q1 2023$4,001,909
+5.8%
72,289
-3.2%
0.74%
-10.8%
Q4 2022$3,782,330
-9.8%
74,646
-10.8%
0.84%
-17.7%
Q3 2022$4,192,000
-6.0%
83,678
-1.9%
1.02%
-2.9%
Q2 2022$4,461,000
-30.1%
85,326
-11.5%
1.04%
-15.7%
Q1 2022$6,382,000
-12.4%
96,395
-4.1%
1.24%
+0.2%
Q4 2021$7,284,000
+11.7%
100,508
-1.3%
1.24%
+4.3%
Q3 2021$6,522,000
+0.5%
101,867
-1.1%
1.19%
+0.4%
Q2 2021$6,487,000
+13.3%
103,020
+1.5%
1.18%
+4.8%
Q1 2021$5,723,000
+1.1%
101,474
-0.9%
1.13%
-10.3%
Q4 2020$5,663,000
+23.1%
102,416
+11.6%
1.26%
+3.5%
Q3 2020$4,599,000
+84.8%
91,783
+65.7%
1.21%
+67.7%
Q2 2020$2,488,000
+161.6%
55,384
+108.2%
0.72%
+112.3%
Q1 2020$951,000
-10.2%
26,605
+5.2%
0.34%
+4.3%
Q4 2019$1,059,000
+86.8%
25,279
+73.2%
0.33%
+73.0%
Q3 2019$567,000
-86.0%
14,592
-86.0%
0.19%
-86.0%
Q2 2019$4,051,000
+80.4%
104,591
+73.4%
1.35%
+74.2%
Q1 2019$2,245,000
+131.9%
60,324
+102.6%
0.78%
+96.0%
Q4 2018$968,000
-52.8%
29,773
-44.4%
0.40%
-44.2%
Q3 2018$2,049,000
+96.1%
53,591
+80.2%
0.71%
+78.8%
Q2 2018$1,045,000
-43.1%
29,740
-45.7%
0.40%
-46.6%
Q1 2018$1,836,000
+488.5%
54,760
+479.5%
0.74%
+467.2%
Q4 2017$312,000
+25.8%
9,450
+372.7%
0.13%
+19.1%
Q3 2017$248,0001,9990.11%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders