Flagship Private Wealth, 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
Flagship Private Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$220,571
+9.1%
3,721
+12.2%
0.19%
+16.2%
Q2 2023$202,247
-99.7%
3,315
+188.3%
0.17%
+193.0%
Q2 2021$74,403,000
+10.9%
1,150
+0.1%
0.06%
+1.8%
Q1 2021$67,087,000
+2.4%
1,149
-2.0%
0.06%
-8.2%
Q4 2020$65,528,0001,1720.06%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,254,199$83,041,00025.21%
Investments & Financial Planning, LLC 359,308$23,790,00020.80%
NICOLET ADVISORY SERVICES, LLC 2,041,255$131,644,00017.18%
Measured Wealth Private Client Group, LLC 694,833$46,005,00016.91%
Willis Johnson & Associates, Inc. 1,615,519$106,964,00014.04%
ERTS Wealth Advisors, LLC 744,388$49,286,00013.80%
Compton Financial Group, LLC 504,613$33,410,00013.80%
RESTON WEALTH MANAGEMENT LLC 405,285$26,834,00013.76%
Focused Wealth Management, Inc 1,246,180$82,510,00013.07%
Choice Wealth Advisors, LLC 246,889$16,001,00012.69%
View complete list of SPDR SER TR shareholders