Foundations Investment Advisors, 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
Foundations Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,562,842
-70.8%
43,233
-69.9%
0.08%
-72.9%
Q2 2023$8,776,403
+2.5%
143,852
-7.0%
0.29%
-4.9%
Q1 2023$8,563,659
+2441.1%
154,690
+2865.1%
0.31%
+1812.5%
Q2 2021$337,000
+36.4%
5,217
-25.8%
0.02%
-75.8%
Q2 2018$247,0007,0280.07%
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