Wambolt & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,246,239
-17.8%
37,714
-15.8%
0.82%
-16.2%
Q2 2023$2,732,334
-8.8%
44,785
-16.7%
0.97%
-8.6%
Q1 2023$2,996,118
+75.0%
53,761
+59.1%
1.06%
+61.6%
Q4 2022$1,711,912
+0.6%
33,786
-0.5%
0.66%
-9.0%
Q3 2022$1,702,000
-12.0%
33,965
-8.2%
0.72%
-6.9%
Q2 2022$1,933,000
-8.9%
36,982
+15.5%
0.78%
+0.5%
Q1 2022$2,122,000
-3.9%
32,026
+5.1%
0.77%
-3.1%
Q4 2021$2,209,000
+14.7%
30,480
+2.4%
0.80%
+3.4%
Q3 2021$1,926,000
+38.2%
29,769
+35.0%
0.77%
+30.2%
Q2 2021$1,394,000
+18.1%
22,047
+7.0%
0.59%
-3.4%
Q1 2021$1,180,000
+17.6%
20,610
+13.6%
0.61%
+2.5%
Q4 2020$1,003,000
+36.1%
18,142
+23.3%
0.60%
+8.7%
Q3 2020$737,000
+45.1%
14,712
+30.2%
0.55%
+38.1%
Q2 2020$508,000
+70.5%
11,302
+35.6%
0.40%
+29.5%
Q1 2020$298,000
+10.0%
8,335
+28.9%
0.31%
+49.5%
Q4 2019$271,000
+26.0%
6,467
+17.2%
0.21%
+15.7%
Q3 2019$215,000
+3.9%
5,516
+3.3%
0.18%
+1.7%
Q2 2019$207,0005,3410.18%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders