Cascadia Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.

Quarter-by-quarter ownership
Cascadia Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$405,000
+2.8%
6,325
+1.2%
0.08%
-3.5%
Q2 2021$394,000
+20.1%
6,249
+7.3%
0.08%
+16.4%
Q1 2021$328,000
+3.8%
5,822
-7.8%
0.07%
-17.0%
Q3 2020$316,000
-6.2%
6,312
-16.0%
0.09%
-14.6%
Q2 2020$337,000
-95.9%
7,510
-96.1%
0.10%
-95.6%
Q4 2019$8,160,000194,7032.32%
Other shareholders
SPDR SER TR shareholders Q3 2021
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