PFG Private Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 243 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PFG Private Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$202,000
-9.4%
5,0700.0%0.11%
-1.7%
Q1 2022$223,000
+4.7%
5,0700.0%0.12%
+4.5%
Q4 2021$213,000
-22.5%
5,070
-27.9%
0.11%
-31.7%
Q3 2021$275,000
-2.5%
7,0350.0%0.16%
-12.0%
Q2 2021$282,000
+4.1%
7,0350.0%0.18%
-1.6%
Q1 2021$271,000
+16.8%
7,0350.0%0.19%
+4.5%
Q4 2020$232,000
-26.6%
7,035
-12.1%
0.18%
-36.9%
Q4 2019$316,0008,0050.28%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders