Advisory Resource Group - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
Advisory Resource Group ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$2,471,000
+15.7%
49,321
-10.2%
1.45%
+26.3%
Q3 2019$2,136,000
+2.6%
54,917
+2.2%
1.15%
+0.5%
Q2 2019$2,081,000
+82.9%
53,742
+78.8%
1.14%
+79.7%
Q1 2019$1,138,000
+17.6%
30,064
+1.0%
0.64%
+6.9%
Q4 2018$968,00029,7770.59%
Other shareholders
SPDR SER TR shareholders Q3 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