Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 235 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,162,027
-90.0%
29,880
-91.1%
16.65%
+525.0%
Q3 2022$11,636,000
-10.3%
337,385
-4.2%
2.66%
-0.6%
Q2 2022$12,969,000
-12.4%
352,233
-0.7%
2.68%
-2.3%
Q1 2022$14,813,000
-0.5%
354,793
+0.1%
2.74%
+1328.1%
Q4 2021$14,883,000
+7.0%
354,352
-0.6%
0.19%
-93.1%
Q3 2021$13,909,000
+10.3%
356,629
+11.8%
2.79%
-0.1%
Q2 2021$12,611,000
+3.2%
318,950
-1.1%
2.80%
-9.8%
Q1 2021$12,217,000
+11.3%
322,349
+1.0%
3.10%
+6.6%
Q4 2020$10,974,000
+31.2%
319,101
+15.2%
2.91%
+3.9%
Q3 2020$8,363,000
+5.6%
276,908
+1.3%
2.80%
-22.5%
Q2 2020$7,919,000
-9.6%
273,250
-19.4%
3.61%
-40.2%
Q1 2020$8,758,000
-23.5%
338,932
+3.4%
6.03%
-14.4%
Q4 2019$11,448,000
+12.2%
327,928
+2.7%
7.05%
-4.2%
Q3 2019$10,201,000
+1.8%
319,172
-0.3%
7.36%
-2.8%
Q2 2019$10,019,000
+6.2%
320,289
+2.8%
7.57%
-7.5%
Q1 2019$9,431,000
+26.1%
311,461
+13.1%
8.19%
+3.1%
Q4 2018$7,478,000275,3207.94%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Hamilton Capital, LLC 14,373,447$600,091,00038.52%
Choice Wealth Advisors, LLC 617,740$25,747,00020.42%
RESTON WEALTH MANAGEMENT LLC 900,226$37,584,00019.28%
NICOLET ADVISORY SERVICES, LLC 3,247,213$136,578,00017.83%
ERTS Wealth Advisors, LLC 1,416,194$59,126,00016.55%
Tennessee Valley Asset Management Partners 1,127,167$47,059,00015.93%
Willis Johnson & Associates, Inc. 2,907,029$121,368,00015.93%
Whitcomb & Hess, Inc. 881,816$36,816,00014.55%
Compton Financial Group, LLC 793,918$33,146,00013.69%
Measured Wealth Private Client Group, LLC 864,499$36,093,00013.27%
View complete list of SPDR SER TR shareholders