Virtue Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.

Quarter-by-quarter ownership
Virtue Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$425,406
+6.6%
8,396
+5.4%
0.06%
+3.2%
Q3 2022$399,000
+2.6%
7,968
+7.1%
0.06%
+3.3%
Q2 2022$389,000
-13.6%
7,440
+9.5%
0.06%
-14.1%
Q1 2022$450,000
-78.3%
6,793
-76.3%
0.07%
-76.9%
Q4 2021$2,078,000
+20.8%
28,671
+6.7%
0.31%
+0.7%
Q3 2021$1,720,000
+30.1%
26,868
+27.9%
0.30%
+15.5%
Q2 2021$1,322,000
-2.0%
21,001
-22.0%
0.26%
-20.5%
Q3 2020$1,349,000
-16.5%
26,921
-25.1%
0.33%
-10.8%
Q2 2020$1,615,000
+3.1%
35,953
-11.1%
0.37%
-34.6%
Q2 2019$1,566,000
+118.1%
40,421
+109.5%
0.57%
+125.8%
Q1 2019$718,000
+11.1%
19,292
+14.2%
0.25%
+85.3%
Q3 2018$646,000
+1918.8%
16,898
+1667.6%
0.14%
+700.0%
Q1 2018$32,000
-46.7%
956
-47.2%
0.02%
-50.0%
Q4 2017$60,0001,8120.03%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders