Strategic Financial Concepts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$680,303
-56.0%
11,476
-54.7%
0.23%
-59.6%
Q2 2023$1,546,907
+5.0%
25,355
-4.7%
0.57%
-4.0%
Q1 2023$1,472,90426,6060.59%
Other shareholders
SPDR SER TR shareholders Q1 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