Personal Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$5,551,000
+39.5%
83,837
+52.7%
2.42%
+47.5%
Q4 2021$3,978,000
+63.4%
54,895
+44.4%
1.64%
+60.0%
Q3 2021$2,434,000
+9.3%
38,027
+7.5%
1.03%
+14.3%
Q2 2021$2,227,000
+50.9%
35,372
+35.2%
0.90%
+34.8%
Q1 2021$1,476,000
+78.3%
26,163
+74.6%
0.67%
+72.1%
Q4 2020$828,000
+145.0%
14,981
+121.8%
0.39%
+118.6%
Q3 2020$338,0006,7530.18%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders