BCGM Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.

Quarter-by-quarter ownership
BCGM Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$758,649
+3.8%
18,387
+8.7%
0.35%
+8.4%
Q2 2023$730,832
+11.2%
16,917
+4.8%
0.32%
-3.0%
Q1 2023$657,253
+10.5%
16,141
+5.5%
0.33%
+14.9%
Q4 2022$595,033
+43.7%
15,300
+39.7%
0.29%
+39.6%
Q3 2022$414,00010,9530.21%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders