Sterling Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 715 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$43,0000.0%679
+0.1%
0.03%
-3.6%
Q2 2021$43,000
+26.5%
678
+11.1%
0.03%
+16.7%
Q1 2021$34,0000.0%610
+0.2%
0.02%
-11.1%
Q4 2020$34,0006090.03%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders