BT Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.

Quarter-by-quarter ownership
BT Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$465,000
-40.0%
8,894
-24.0%
0.13%
-35.6%
Q1 2022$775,000
-8.6%
11,702
-0.0%
0.20%
-11.8%
Q4 2021$848,000
+13.2%
11,7030.0%0.23%
-1.7%
Q3 2021$749,000
+1.6%
11,7030.0%0.23%
+4.5%
Q2 2021$737,000
+11.7%
11,7030.0%0.22%
+1.4%
Q1 2021$660,000
-8.6%
11,703
-10.4%
0.22%
-17.9%
Q4 2020$722,000
+10.2%
13,0660.0%0.27%
-6.0%
Q3 2020$655,000
+11.6%
13,0660.0%0.28%
-4.0%
Q2 2020$587,000
+22.5%
13,066
-2.5%
0.30%
+8.4%
Q1 2020$479,000
-17.6%
13,407
-3.3%
0.27%
-7.4%
Q4 2019$581,000
+7.8%
13,8640.0%0.30%
-1.7%
Q3 2019$539,000
-3.6%
13,864
-5.3%
0.30%
-6.8%
Q2 2019$559,000
+2.0%
14,641
-0.5%
0.32%0.0%
Q1 2019$548,000
+4.6%
14,7180.0%0.32%
+42.9%
Q4 2018$524,00014,7180.23%
Other shareholders
SPDR SER TR shareholders Q3 2022
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