Pinion Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,212,988
-3.0%
20,462
-0.1%
0.79%
-7.0%
Q2 2023$1,250,217
+106482.9%
20,492
-3.3%
0.85%
-23.0%
Q1 2023$1,173
-4.1%
21,181
-12.3%
1.10%
-4.6%
Q4 2022$1,22324,1401.15%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,254,199$83,041,00025.21%
Investments & Financial Planning, LLC 359,308$23,790,00020.80%
NICOLET ADVISORY SERVICES, LLC 2,041,255$131,644,00017.18%
Measured Wealth Private Client Group, LLC 694,833$46,005,00016.91%
Willis Johnson & Associates, Inc. 1,615,519$106,964,00014.04%
ERTS Wealth Advisors, LLC 744,388$49,286,00013.80%
Compton Financial Group, LLC 504,613$33,410,00013.80%
RESTON WEALTH MANAGEMENT LLC 405,285$26,834,00013.76%
Focused Wealth Management, Inc 1,246,180$82,510,00013.07%
Choice Wealth Advisors, LLC 246,889$16,001,00012.69%
View complete list of SPDR SER TR shareholders