Golden State Wealth Management, LLC - 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
Golden State Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$2,908,000
-11.4%
44,946
-0.8%
0.57%
+0.9%
Q4 2021$3,282,000
+916.1%
45,286
+796.6%
0.56%
+707.1%
Q3 2021$323,000
-70.6%
5,051
-74.6%
0.07%
-78.1%
Q4 2020$1,100,000
+7.2%
19,913
-2.7%
0.32%
-7.0%
Q3 2020$1,026,000
-22.3%
20,472
-30.4%
0.34%
+1.2%
Q2 2020$1,321,000
+4617.9%
29,425
+3596.6%
0.34%
+2725.0%
Q1 2020$28,000
+55.6%
796
+73.0%
0.01%
+100.0%
Q3 2019$18,000
-75.3%
460
-75.9%
0.01%
-73.9%
Q2 2019$73,000
+2.8%
1,909
+0.3%
0.02%
-4.2%
Q1 2019$71,0001,9040.02%
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