Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 171 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,433,947
+30.7%
41,058
+34.5%
0.04%
+32.1%
Q2 2023$1,862,285
+5.2%
30,524
-4.5%
0.03%0.0%
Q1 2023$1,769,527
-11.0%
31,964
-18.5%
0.03%
-17.6%
Q4 2022$1,987,696
+34.5%
39,228
+33.0%
0.03%
+21.4%
Q3 2022$1,478,000
-17.9%
29,497
-14.4%
0.03%
-15.2%
Q2 2022$1,801,000
-28.0%
34,452
-8.8%
0.03%
-15.4%
Q1 2022$2,502,000
-5.3%
37,783
+3.6%
0.04%
-2.5%
Q4 2021$2,643,000
+32.2%
36,476
+16.8%
0.04%
+17.6%
Q3 2021$2,000,000
+25.5%
31,241
+23.4%
0.03%
+25.9%
Q2 2021$1,594,000
-99.9%
25,313
+15.0%
0.03%
+145.5%
Q1 2021$1,240,912,000
+229698.5%
22,002
+125.2%
0.01%
-8.3%
Q4 2020$540,000
+3.8%
9,770
-5.8%
0.01%
-7.7%
Q3 2020$520,000
+20.9%
10,370
+8.5%
0.01%
+8.3%
Q2 2020$430,000
+1.4%
9,562
-19.5%
0.01%
-25.0%
Q1 2020$424,000
-85.9%
11,873
-83.5%
0.02%
-82.0%
Q4 2019$3,014,000
+14.7%
71,934
+6.5%
0.09%0.0%
Q3 2019$2,627,000
-2.2%
67,571
-2.6%
0.09%
-10.1%
Q2 2019$2,686,000
+18.0%
69,361
+13.3%
0.10%
+2.1%
Q1 2019$2,277,000
-34.3%
61,219
-42.6%
0.10%
-42.6%
Q4 2018$3,466,000
+203.2%
106,673
+256.7%
0.17%
+207.3%
Q3 2018$1,143,000
+55.7%
29,902
+43.1%
0.06%
+25.0%
Q2 2018$734,000
+140.7%
20,899
+129.3%
0.04%
+109.5%
Q1 2018$305,000
+376.6%
9,114
+367.9%
0.02%
+320.0%
Q4 2017$64,0001,9480.01%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,254,199$83,041,00025.21%
Investments & Financial Planning, LLC 359,308$23,790,00020.80%
NICOLET ADVISORY SERVICES, LLC 2,041,255$131,644,00017.18%
Measured Wealth Private Client Group, LLC 694,833$46,005,00016.91%
Willis Johnson & Associates, Inc. 1,615,519$106,964,00014.04%
ERTS Wealth Advisors, LLC 744,388$49,286,00013.80%
Compton Financial Group, LLC 504,613$33,410,00013.80%
RESTON WEALTH MANAGEMENT LLC 405,285$26,834,00013.76%
Focused Wealth Management, Inc 1,246,180$82,510,00013.07%
Choice Wealth Advisors, LLC 246,889$16,001,00012.69%
View complete list of SPDR SER TR shareholders