Schrum Private Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.

Quarter-by-quarter ownership
Schrum Private Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$572,885
-2.4%
9,664
+0.4%
0.65%
+2.8%
Q2 2023$586,980
+10.5%
9,621
+0.3%
0.64%
+3.6%
Q1 2023$531,078
-4.5%
9,593
-12.6%
0.61%
-7.0%
Q4 2022$556,316
+1.3%
10,979
+0.2%
0.66%
-4.9%
Q3 2022$549,000
-3.9%
10,952
+0.2%
0.69%
+7.4%
Q2 2022$571,000
-39.1%
10,926
-28.7%
0.64%
-31.5%
Q1 2022$937,000
-15.6%
15,334
+0.2%
0.94%
-6.9%
Q4 2021$1,110,00015,3091.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
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