CLIENT 1ST ADVISORY GROUP, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.

Quarter-by-quarter ownership
CLIENT 1ST ADVISORY GROUP, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$231,963
-2.8%
3,9130.0%0.12%
-2.4%
Q2 2023$238,732
+10.2%
3,9130.0%0.13%
+7.7%
Q1 2023$216,624
+5.7%
3,9130.0%0.12%
-4.1%
Q2 2022$205,000
-20.8%
3,9130.0%0.12%
-3.9%
Q1 2022$259,000
-8.8%
3,9130.0%0.13%
-8.6%
Q4 2021$284,000
+12.3%
3,913
-0.9%
0.14%
+7.8%
Q3 2021$253,000
+2.8%
3,950
+0.9%
0.13%
+0.8%
Q2 2021$246,000
+11.3%
3,9130.0%0.13%
+0.8%
Q1 2021$221,000
+3.3%
3,9130.0%0.13%
-8.6%
Q4 2020$214,000
-19.5%
3,913
-22.5%
0.14%
-25.3%
Q3 2020$266,000
-27.1%
5,052
-34.7%
0.19%
-38.4%
Q2 2020$365,000
-61.6%
7,737
-70.9%
0.30%
-69.9%
Q1 2020$951,000
-56.5%
26,615
-49.0%
1.00%
-53.5%
Q4 2019$2,188,00052,2112.16%
Other shareholders
SPDR SER TR shareholders Q1 2022
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