UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$207,735
-35.7%
2,472
-37.1%
0.00%
-50.0%
Q4 2022$323,180
+35.8%
3,931
+32.4%
0.00%
+100.0%
Q2 2022$238,000
-14.4%
2,9700.0%0.00%0.0%
Q1 2022$278,000
+5.7%
2,970
+12.1%
0.00%0.0%
Q4 2021$263,000
+5.6%
2,650
+0.6%
0.00%0.0%
Q3 2021$249,000
-3.1%
2,633
+0.3%
0.00%0.0%
Q2 2021$257,000
+4.0%
2,6250.0%0.00%0.0%
Q1 2021$247,000
-19.3%
2,625
-31.9%
0.00%
-50.0%
Q4 2020$306,000
-70.8%
3,852
-77.6%
0.00%
-71.4%
Q3 2020$1,048,000
-1.6%
17,219
-4.6%
0.01%
-12.5%
Q2 2020$1,065,000
+118.2%
18,045
+79.2%
0.01%
+100.0%
Q1 2020$488,000
+134.6%
10,068
+250.3%
0.00%
+300.0%
Q4 2019$208,0002,8740.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
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