Andesa Financial Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 207 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Andesa Financial Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$535,800
-4.0%
28,200
+100.0%
0.28%
-9.5%
Q4 2022$558,078
-44.2%
14,100
-50.0%
0.30%
-13.1%
Q3 2022$1,000,000
+77.6%
28,200
+100.0%
0.35%
-1.7%
Q2 2022$563,000
-9.2%
14,1000.0%0.36%
+6.6%
Q1 2022$620,000
+4.6%
14,1000.0%0.33%
+14.8%
Q4 2021$593,000
+7.4%
14,1000.0%0.29%
-3.0%
Q3 2021$552,000
-51.2%
14,100
-50.0%
0.30%
-12.0%
Q2 2021$1,132,000
+7.0%
28,200
+2.6%
0.34%
-1.2%
Q1 2021$1,058,000
+133.6%
27,490
+100.0%
0.34%
+16.2%
Q4 2020$453,000
-39.8%
13,745
-50.0%
0.30%
-4.5%
Q3 2020$753,000
+55.9%
27,490
+58.5%
0.31%
-27.7%
Q2 2020$483,000
+15.6%
17,347
+2.2%
0.43%
-8.1%
Q1 2020$418,00016,9750.47%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders