Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 172 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
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$231,000
+11.6%
4,6130.0%0.05%
-1.8%
Q2 2020$207,000
+25.5%
4,6130.0%0.06%0.0%
Q1 2020$165,000
+126.0%
4,613
+165.6%
0.06%
+150.0%
Q4 2019$73,000
-95.1%
1,737
-95.6%
0.02%
-95.3%
Q3 2018$1,498,000
-25.5%
39,162
-31.6%
0.47%
-46.9%
Q2 2018$2,010,000
-65.9%
57,220
-67.5%
0.88%
-54.0%
Q1 2018$5,898,000
+303.4%
175,954
+297.2%
1.92%
+196.0%
Q4 2017$1,462,00044,2970.65%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders