Towerpoint Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,777,485
-6.1%
46,854
-3.4%
1.65%
-1.1%
Q2 2023$2,959,446
-2.6%
48,508
-11.6%
1.67%
-4.2%
Q1 2023$3,039,139
+6.7%
54,898
-2.3%
1.74%
+5.8%
Q4 2022$2,848,281
+40.7%
56,212
+39.1%
1.64%
+34.6%
Q3 2022$2,025,000
-2.7%
40,420
+1.6%
1.22%
-1.8%
Q2 2022$2,081,000
+4.3%
39,797
+32.1%
1.24%
+25.6%
Q1 2022$1,995,000
+192.1%
30,136
+219.8%
0.99%
+206.5%
Q4 2021$683,000
+4.0%
9,424
-8.1%
0.32%
-1.2%
Q3 2021$657,000
-16.4%
10,257
-17.8%
0.33%
-16.2%
Q2 2021$786,000
+5.8%
12,479
-5.3%
0.39%
+9.6%
Q1 2021$743,000
-6.2%
13,174
-8.0%
0.36%
-10.1%
Q4 2020$792,000
+11.7%
14,325
+1.3%
0.40%
+0.5%
Q3 2020$709,000
+8.6%
14,148
-2.6%
0.39%
-3.2%
Q2 2020$653,000
+21.2%
14,528
-3.7%
0.41%
-4.7%
Q1 2020$539,000
-16.0%
15,079
-1.6%
0.43%
+0.7%
Q4 2019$642,000
+6.3%
15,329
-1.3%
0.42%
+3.4%
Q3 2019$604,000
-2.9%
15,538
-2.1%
0.41%
-6.0%
Q2 2019$622,000
+2.0%
15,868
-3.3%
0.44%
+2.3%
Q1 2019$610,000
+14.4%
16,402
+0.1%
0.43%
-0.2%
Q4 2018$533,00016,3920.43%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders