Wrenne Financial Planning 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
Wrenne Financial Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,530,852
+11.4%
31,584
+1.7%
1.74%
+3.9%
Q1 2024$2,270,859
-23.9%
31,044
-32.3%
1.68%
-33.9%
Q4 2023$2,985,29045,8852.54%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 2,231,537$73,641,00022.99%
Ford Financial Group, LLC 388,922$13,262,0009.98%
Delta Dental Plan of Michigan, Inc. 646,122$21,244,0006.22%
XR Securities LLC 98,903$3,264,0005.55%
Chessman Wealth Strategies RIA 167,495$5,527,0005.53%
Allegis Investment Advisors, LLC 539,846$17,815,0005.25%
Jackson Wealth Management, LLC 301,647$10,313,0002.62%
OARSMAN CAPITAL, INC. 118,956$3,926,0001.69%
Altium Wealth Management LLC 86,283$2,848,0001.30%
GIRARD PARTNERS LTD. 157,291$5,191,0001.00%
View complete list of SPDR SER TR shareholders