Harrison & Co Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
Harrison & Co Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$517,847
+24.8%
10,220
+23.2%
0.50%
+13.9%
Q3 2022$415,000
-5.7%
8,293
-1.4%
0.44%
+5.3%
Q2 2022$440,000
-15.2%
8,410
+7.4%
0.42%
-8.1%
Q1 2022$519,000
-2.1%
7,832
+7.1%
0.46%
+2.0%
Q4 2021$530,0007,3120.45%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders