Sterling Investment Advisors, Ltd. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$10,000
-23.1%
200
+3.6%
0.00%
-25.0%
Q1 2022$13,000
+18.2%
193
+28.7%
0.00%
+33.3%
Q4 2021$11,000
+10.0%
1500.0%0.00%0.0%
Q3 2021$10,000
+11.1%
150
+11.1%
0.00%0.0%
Q2 2021$9,000
+12.5%
1350.0%0.00%0.0%
Q1 2021$8,000
+14.3%
1350.0%0.00%
+50.0%
Q4 2020$7,0000.0%1350.0%0.00%
-33.3%
Q3 2020$7,000
+16.7%
1350.0%0.00%
+50.0%
Q2 2020$6,000
+50.0%
1350.0%0.00%0.0%
Q1 2020$4,000
-50.0%
135
-31.8%
0.00%
-50.0%
Q4 2019$8,0001980.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
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