LPL Financial LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$129,901,399
+5.1%
1,772,914
+10.4%
0.09%
+3.4%
Q2 2023$123,644,071
+5.6%
1,606,602
+1.2%
0.09%
-3.3%
Q1 2023$117,033,419
-7.4%
1,586,894
-9.3%
0.09%
-15.7%
Q4 2022$126,353,079
+41.1%
1,749,074
+33.1%
0.11%
+25.6%
Q3 2022$89,537,000
+15.3%
1,314,408
+19.4%
0.09%
+16.2%
Q2 2022$77,640,000
+8.5%
1,101,282
+29.0%
0.07%
+21.3%
Q1 2022$71,558,000
-19.7%
853,613
-11.1%
0.06%
-18.7%
Q4 2021$89,164,000
-9.7%
960,617
-15.3%
0.08%
-19.4%
Q3 2021$98,793,000
+36.6%
1,133,985
+39.1%
0.09%
+27.4%
Q2 2021$72,348,000
-3.2%
815,001
-6.4%
0.07%
-15.1%
Q1 2021$74,767,000
+73.9%
870,898
+54.7%
0.09%
+53.6%
Q4 2020$42,987,000
+57.7%
562,878
+21.9%
0.06%
+30.2%
Q3 2020$27,266,000
-0.2%
461,892
-4.0%
0.04%
-10.4%
Q2 2020$27,321,000
+33.3%
481,168
+8.4%
0.05%
+9.1%
Q1 2020$20,500,000
-33.3%
443,910
-6.8%
0.04%
-21.4%
Q4 2019$30,715,000
+9.8%
476,048
+1.4%
0.06%
-1.8%
Q3 2019$27,978,000
-2.9%
469,512
-0.7%
0.06%
-6.6%
Q2 2019$28,812,000
-14.0%
473,025
-15.7%
0.06%
-19.7%
Q1 2019$33,489,000
+9.3%
560,955
-1.3%
0.08%
-7.3%
Q4 2018$30,647,000
-17.6%
568,169
+3.1%
0.08%
-7.9%
Q3 2018$37,196,000
+13.1%
551,050
+5.9%
0.09%
+3.5%
Q2 2018$32,889,000
+13.0%
520,400
+316.0%
0.09%
+7.5%
Q1 2018$29,094,000
-0.1%
125,092
-2.3%
0.08%
-10.1%
Q4 2017$29,117,000
+10.5%
128,047
+10.8%
0.09%
-4.3%
Q3 2017$26,348,000
-8.0%
115,616
-12.7%
0.09%
-14.7%
Q2 2017$28,651,000
-0.5%
132,472
-3.8%
0.11%
-44.4%
Q1 2017$28,785,000
+7.6%
137,667
+7.5%
0.20%
-3.9%
Q4 2016$26,762,000
+21.5%
128,090
+10.3%
0.20%
-2.4%
Q3 2016$22,021,000
+8.2%
116,084
+1.5%
0.21%
+21.5%
Q2 2016$20,350,000
-45.4%
114,360
-47.9%
0.17%
+65.4%
Q1 2016$37,302,000
+10.6%
219,512
+9.5%
0.10%
+10.6%
Q4 2015$33,727,000
+89.4%
200,396
+102.5%
0.09%
-4.1%
Q3 2015$17,810,000
+14.0%
98,939
+19.9%
0.10%
+24.1%
Q2 2015$15,629,000
-1.0%
82,493
-1.4%
0.08%
-2.5%
Q1 2015$15,782,000
+20.9%
83,650
+14.0%
0.08%
+14.1%
Q4 2014$13,057,000
+15.9%
73,352
+8.5%
0.07%
+6.0%
Q3 2014$11,270,000
-20.6%
67,629
-13.7%
0.07%
-19.3%
Q2 2014$14,196,000
-4.5%
78,362
-5.8%
0.08%
-8.8%
Q1 2014$14,866,000
-5.1%
83,166
-5.0%
0.09%
-7.1%
Q4 2013$15,664,000
+6.1%
87,528
-1.8%
0.10%0.0%
Q3 2013$14,767,000
+13.4%
89,104
-0.1%
0.10%
+4.3%
Q2 2013$13,020,00089,2310.09%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
SHAKESPEARE WEALTH MANAGEMENT, INC. 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders