WHALEROCK POINT PARTNERS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 170 filers reported holding SPDR SER TR in Q2 2020. 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 Q2 2020
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 136,266$10,912,00010.35%
Wall Capital Group, Inc. 157,297$12,801,0008.88%
RVW Wealth, LLC 330,051$26,430,0003.54%
Atlas Private Wealth Advisors 71,843$5,753,0003.45%
Montz Harcus Wealth Management LLC 22,496$1,801,0001.90%
Gerber Kawasaki Wealth & Investment Management 240,087$19,175,0001.82%
IFG Advisors, LLC 44,041$3,527,0001.78%
OneDigital Investment Advisors LLC 516,764$41,382,0001.78%
DIXON HUBARD FEINOUR & BROWN INC/VA 167,105$13,382,0001.59%
DEFINED WEALTH MANAGEMENT, LLC 17,733$1,420,0001.46%
View complete list of SPDR SER TR shareholders