AXXCESS WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 979 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$3,411,406
+139.0%
42,573
+82.0%
0.09%
-12.6%
Q2 2023$1,427,329
+10.2%
23,3950.0%0.10%
+5.1%
Q1 2023$1,295,147
-10.9%
23,395
-18.5%
0.10%
-18.3%
Q4 2022$1,454,077
+335.4%
28,697
+329.9%
0.12%
+275.0%
Q3 2022$334,000
-52.9%
6,675
-37.7%
0.03%
-41.8%
Q1 2022$709,000
+8.4%
10,720
+18.8%
0.06%
+14.6%
Q4 2021$654,0009,0250.05%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 127,296$10,20030.99%
Black Swift Group, LLC 1,377,588$110,386,12625.50%
Wealth Advisors of Iowa, LLC 725,715$41,680,04623.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,624,030$130,133,52322.85%
Leicht Financial Planning & Wealth Management, Inc. 531,543$42,592,54422.68%
RESTON WEALTH MANAGEMENT LLC 670,007$53,687,66321.47%
Investments & Financial Planning, LLC 392,891$31,482,35821.14%
Compton Financial Group, LLC 679,602$54,456,53617.68%
Destiny Capital Corp/CO 313,961$25,157,66017.19%
Focused Wealth Management, Inc 1,412,604$113,191,96316.18%
View complete list of SPDR SER TR shareholders