Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 199 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,263,878$91,593,00026.48%
Investments & Financial Planning, LLC 347,687$22,864,00020.52%
NICOLET ADVISORY SERVICES, LLC 1,953,912$141,600,00017.41%
Measured Wealth Private Client Group, LLC 667,038$48,340,00017.08%
ACUTE INVESTMENT ADVISORY, LLC 300,905$21,807,00015.92%
Compton Financial Group, LLC 537,076$38,922,00015.83%
Willis Johnson & Associates, Inc. 1,572,806$113,981,00014.71%
Hofer & Associates. Inc 220,243$15,961,00014.45%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 417,283$30,240,00014.34%
RESTON WEALTH MANAGEMENT LLC 406,605$29,467,00014.30%
View complete list of SPDR SER TR shareholders