Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 268 filers reported holding SPDR SER TR in Q4 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 Q4 2018
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders