Bogart Wealth, LLC - 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
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$44,597
+4.1%
752
+7.1%
0.00%0.0%
Q2 2023$42,845
+10.9%
702
+0.6%
0.00%0.0%
Q1 2023$38,649
+10.9%
698
+1.5%
0.00%
+50.0%
Q4 2022$34,853
-15.0%
688
-15.7%
0.00%
-33.3%
Q3 2022$41,000
-2.4%
816
+2.8%
0.00%
-25.0%
Q2 2022$42,000
+10.5%
794
+38.3%
0.00%
+33.3%
Q1 2022$38,000
-7.3%
574
+1.8%
0.00%
-25.0%
Q4 2021$41,000
+13.9%
564
+0.2%
0.00%0.0%
Q3 2021$36,000
+2.9%
563
+1.1%
0.00%0.0%
Q2 2021$35,000
+12.9%
557
+0.2%
0.00%0.0%
Q1 2021$31,000
+14.8%
556
+13.7%
0.00%
-20.0%
Q4 2020$27,000
+12.5%
4890.0%0.01%0.0%
Q3 2020$24,0004890.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders