Intergy Private Wealth, 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
Intergy Private Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,382,289
-2.8%
90,794
+0.0%
2.69%
-0.8%
Q2 2023$5,539,182
+9.5%
90,791
-0.7%
2.71%
-4.2%
Q1 2023$5,059,257
+8.5%
91,388
-0.7%
2.83%
-2.9%
Q4 2022$4,665,035
-6.3%
92,067
-7.4%
2.92%
-17.5%
Q3 2022$4,981,00099,4303.53%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders