WHALEROCK POINT PARTNERS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 77 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$1,152,471
+2.2%
13,7150.0%0.43%
-6.6%
Q4 2022$1,127,510
+8.6%
13,7150.0%0.46%
+0.4%
Q3 2022$1,038,000
-5.5%
13,7150.0%0.46%
-1.7%
Q2 2022$1,098,000
-99.9%
13,7150.0%0.46%
+2.0%
Q1 2022$1,283,861,000
-5.8%
13,7150.0%0.46%
-2.6%
Q4 2021$1,363,408,000
+104858.3%
13,7150.0%0.47%
-7.2%
Q3 2021$1,299,000
-99.9%
13,7150.0%0.50%
-2.3%
Q2 2021$1,340,504,000
+4.0%
13,7150.0%0.52%
-9.2%
Q1 2021$1,288,936,000
+118042.6%
13,7150.0%0.57%
+9.5%
Q4 2020$1,091,000
-99.9%
13,715
+1542.5%
0.52%
+12.6%
Q3 2020$834,832,000
+103093.1%
835
-93.9%
0.46%
-3.6%
Q2 2020$809,000
+21.8%
13,7150.0%0.48%
+0.4%
Q1 2020$664,000
-25.9%
13,715
+10.9%
0.48%
-0.2%
Q4 2019$896,000
+7.8%
12,3650.0%0.48%
+6.2%
Q3 2019$831,000
-0.6%
12,3650.0%0.45%
-6.3%
Q2 2019$836,000
+1.5%
12,3650.0%0.48%
-11.3%
Q1 2019$824,000
-32.6%
12,365
+116.5%
0.54%
+6.5%
Q3 2016$1,222,000
+111.4%
5,7100.0%0.51%
+103.2%
Q1 2016$578,000
+2.3%
5,7100.0%0.25%
+1.2%
Q4 2015$565,000
+1.6%
5,7100.0%0.25%
+2.5%
Q3 2015$556,0005,7100.24%
Other shareholders
SPDR SER TR shareholders Q4 2016
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 124,695$10,251,1659.66%
Wall Capital Group, Inc. 53,260$4,596,3056.35%
Aspire Capital Advisors LLC 108,826$8,946,6065.09%
Atlas Private Wealth Advisors 104,528$8,593,2644.58%
RVW Wealth, LLC 319,899$26,298,8743.35%
Ironwood Wealth Management, LLC. 67,230$5,526,9782.31%
Mitsubishi UFJ Asset Management (UK) Ltd. 39,500$3,2472.27%
AFFINIA FINANCIAL GROUP, LLC 29,157$2,487,3532.12%
Montz Harcus Wealth Management LLC 22,509$1,850,4411.84%
Carr Financial Group Corp 41,243$3,390,5661.78%
View complete list of SPDR SER TR shareholders