GREAT VALLEY ADVISOR GROUP, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,484,017
+0.5%
227,456
+3.5%
0.56%
-0.5%
Q2 2023$13,410,857
-46.9%
219,807
-51.9%
0.56%
-52.3%
Q1 2023$25,276,056
+19.4%
456,571
+9.3%
1.18%
+9.0%
Q4 2022$21,173,189
-2.0%
417,863
-3.1%
1.08%
-10.5%
Q3 2022$21,596,000
+17.9%
431,058
+23.0%
1.21%
+20.1%
Q2 2022$18,318,000
-11.8%
350,384
+12.5%
1.01%
-16.8%
Q1 2022$20,771,000
+7.0%
311,343
+14.8%
1.21%
+0.9%
Q4 2021$19,414,000
+15.1%
271,251
+2.9%
1.20%
+3.2%
Q3 2021$16,870,000
+27.4%
263,516
+23.7%
1.16%
+18.8%
Q2 2021$13,244,000
+57.1%
213,086
+42.6%
0.98%
+20.7%
Q1 2021$8,430,000
+10.2%
149,462
+8.0%
0.81%
+2.4%
Q4 2020$7,652,000
+47.0%
138,392
+33.2%
0.79%
+23.9%
Q3 2020$5,207,000
+58.2%
103,927
+41.8%
0.64%
+18.6%
Q2 2020$3,292,000
+425.0%
73,316
+317.8%
0.54%
+224.7%
Q1 2020$627,00017,5500.17%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders