Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,726,809
+662.0%
29,130
+611.5%
0.08%
+618.2%
Q1 2023$226,628
-17.0%
4,094
-21.6%
0.01%
-35.3%
Q2 2022$273,000
-29.6%
5,225
-10.7%
0.02%
-15.0%
Q1 2022$388,000
+38.6%
5,854
+51.3%
0.02%
+33.3%
Q4 2021$280,000
+263.6%
3,868
+184.4%
0.02%
+275.0%
Q1 2021$77,000
+2.7%
1,3600.0%0.00%0.0%
Q4 2020$75,000
+525.0%
1,360
+448.4%
0.00%
+300.0%
Q3 2020$12,000
-85.7%
248
-86.7%
0.00%
-87.5%
Q2 2020$84,000
+40.0%
1,866
+18.7%
0.01%
+33.3%
Q1 2020$60,0001,5720.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders