ASSETMARK, INC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$148,313
-55.4%
1,765
-56.4%
0.00%0.0%
Q4 2022$332,539
+12.7%
4,045
+3.9%
0.00%0.0%
Q3 2022$295,000
+7275.0%
3,894
+8365.2%
0.00%
Q2 2022$4,000
-94.9%
46
-94.5%
0.00%
Q1 2022$79,000
+558.3%
841
+572.8%
0.00%
Q4 2021$12,000
-7.7%
125
-10.1%
0.00%
Q3 2021$13,000
-38.1%
139
-36.5%
0.00%
Q2 2021$21,000
-61.8%
219
-62.6%
0.00%
Q1 2021$55,000
+511.1%
585
+277.4%
0.00%
Q3 2020$9,000
+800.0%
155
+933.3%
0.00%
Q4 2018$1,000
-100.0%
15
-100.0%
0.00%
-100.0%
Q1 2017$91,712,000
+1018922.2%
756,076
+868952.9%
1.20%
Q2 2015$9,000
+800.0%
87
+1142.9%
0.00%
Q4 2013$1,000
-100.0%
7
-100.0%
0.00%
-100.0%
Q3 2013$17,101,000178,4350.43%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders