Soltis Investment Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,824,995
-3.5%
30,786
-0.7%
0.24%
+6.8%
Q2 2023$1,891,249
-1.5%
30,999
-10.6%
0.22%
-9.8%
Q1 2023$1,920,072
-17.7%
34,683
-24.7%
0.24%
-20.5%
Q4 2022$2,333,22046,0470.31%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders