Clear Perspective Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$422,000
+14.4%
5,824
+1.1%
0.13%
+1.6%
Q3 2021$369,000
+0.8%
5,759
-1.0%
0.13%
-0.8%
Q2 2021$366,000
+22.8%
5,815
+10.0%
0.13%
+8.5%
Q1 2021$298,000
+5.3%
5,287
+3.2%
0.12%
+0.9%
Q4 2020$283,000
-24.1%
5,125
+3.2%
0.12%
-33.7%
Q3 2020$373,000
-36.0%
4,965
-64.3%
0.18%
-51.5%
Q4 2019$583,000
-44.0%
13,914
-48.2%
0.36%
-23.5%
Q3 2019$1,042,000
+95.9%
26,843
+95.4%
0.47%
+38.0%
Q2 2019$532,000
+2.3%
13,739
-1.7%
0.34%
-7.3%
Q1 2019$520,000
-16.8%
13,977
-27.3%
0.37%
-29.0%
Q4 2018$625,000
+7.2%
19,218
+26.0%
0.52%
+20.4%
Q3 2018$583,000
+5200.0%
15,250
+4883.7%
0.43%
+5300.0%
Q2 2018$11,000
+1000.0%
306
+992.9%
0.01%
+700.0%
Q1 2018$1,000280.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
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