Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.

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 2020
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