Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,019,554
-89.6%
20,121
-89.7%
14.61%
+553.3%
Q3 2022$9,765,000
-7.6%
194,908
-3.6%
2.24%
+2.4%
Q2 2022$10,570,000
-22.8%
202,177
-2.3%
2.18%
-13.8%
Q1 2022$13,696,000
-9.3%
206,850
-0.7%
2.54%
+1200.0%
Q4 2021$15,101,000
+10.2%
208,370
-2.6%
0.20%
-92.9%
Q3 2021$13,699,000
+7.8%
213,980
+6.1%
2.75%
-2.3%
Q2 2021$12,702,000
+10.6%
201,709
-0.9%
2.82%
-3.4%
Q1 2021$11,483,000
+1.1%
203,595
-0.9%
2.91%
-3.2%
Q4 2020$11,356,000
-6.7%
205,388
-15.4%
3.01%
-26.1%
Q3 2020$12,169,000
+9.9%
242,840
-1.5%
4.07%
-19.3%
Q2 2020$11,070,000
-0.8%
246,439
-21.1%
5.05%
-34.4%
Q1 2020$11,159,000
-13.0%
312,214
+2.0%
7.69%
-2.7%
Q4 2019$12,832,000
+11.1%
306,173
+3.1%
7.90%
-5.1%
Q3 2019$11,550,000
-0.9%
296,994
-1.3%
8.33%
-5.4%
Q2 2019$11,652,000
+6.8%
300,855
+2.6%
8.80%
-7.0%
Q1 2019$10,907,000
+29.0%
293,112
+12.7%
9.47%
+5.5%
Q4 2018$8,454,000260,1308.98%
Other shareholders
SPDR SER TR shareholders Q4 2020
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