SkyOak Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,031,407
-3.6%
34,268
-0.8%
0.59%
-0.3%
Q2 2023$2,108,262
+35.1%
34,556
+22.6%
0.60%
+25.2%
Q1 2023$1,560,266
+21.6%
28,184
+11.3%
0.48%
+10.4%
Q4 2022$1,283,16725,3240.43%
Other shareholders
SPDR SER TR shareholders Q3 2023
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