Foundations Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,175,873
-6.2%
28,499
-1.7%
0.04%
-12.2%
Q2 2023$1,253,014
-56.1%
29,005
-58.6%
0.04%
-59.8%
Q1 2023$2,853,861
+884.1%
70,085
+862.4%
0.10%
+628.6%
Q2 2021$290,000
-6.8%
7,282
-30.6%
0.01%
-83.1%
Q2 2018$311,00010,4920.08%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 582,827$25,178,11217.13%
Willis Johnson & Associates, Inc. 3,445,951$148,865,09215.87%
Fortune 45 LLC 352,744$15,239,97415.53%
NICOLET ADVISORY SERVICES, LLC 3,297,807$141,311,04515.51%
Whitcomb & Hess, Inc. 929,377$40,149,07414.66%
Compton Financial Group, LLC 875,283$37,812,21814.26%
Michael S. Ryan, Inc. 349,837$15,154,95514.01%
NICOLET BANKSHARES INC 1,137,411$49,136,15513.95%
Leicht Financial Planning & Wealth Management, Inc. 478,694$20,679,57112.49%
Measured Wealth Private Client Group, LLC 754,600$32,598,73012.38%
View complete list of SPDR SER TR shareholders