Doyle Wealth Management - 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
Doyle Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$18,165,000
+1.9%
362,570
+6.3%
1.56%
+8.5%
Q2 2022$17,826,000
-16.3%
340,963
+6.0%
1.44%
-6.3%
Q1 2022$21,294,000
+5.2%
321,609
+15.2%
1.54%
+5.7%
Q4 2021$20,235,000
+30.0%
279,221
+14.9%
1.45%
+17.4%
Q3 2021$15,561,000
+33.3%
243,060
+31.1%
1.24%
+27.8%
Q2 2021$11,674,000
+48.9%
185,382
+33.4%
0.97%
+28.9%
Q1 2021$7,838,000
+18.0%
138,971
+15.7%
0.75%
+11.3%
Q4 2020$6,640,000
+26.8%
120,101
+14.9%
0.68%
+11.0%
Q3 2020$5,238,000
+43.8%
104,523
+28.9%
0.61%
+26.7%
Q2 2020$3,642,000
+117.2%
81,071
+72.7%
0.48%
+79.8%
Q1 2020$1,677,000
+4.9%
46,934
+23.1%
0.27%
+33.5%
Q4 2019$1,598,000
+21.3%
38,129
+12.6%
0.20%
+9.9%
Q3 2019$1,317,000
+37.6%
33,856
+37.0%
0.18%
+37.9%
Q2 2019$957,000
+12.2%
24,720
+9.9%
0.13%
+6.5%
Q1 2019$853,000
+125.1%
22,502
+93.0%
0.12%
+93.8%
Q4 2018$379,000
+41.4%
11,662
+66.4%
0.06%
+52.4%
Q3 2018$268,000
+24.1%
7,008
+13.8%
0.04%
+16.7%
Q2 2018$216,0006,1560.04%
Other shareholders
SPDR SER TR shareholders Q3 2022
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