B. Riley Wealth Advisors, 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
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$422,836
+2.3%
5,032
+0.1%
0.01%
-8.3%
Q4 2022$413,203
+18.1%
5,026
+8.7%
0.01%
+9.1%
Q3 2022$350,000
-1.1%
4,623
+4.8%
0.01%
-26.7%
Q2 2022$354,000
-14.3%
4,412
+0.2%
0.02%
+7.1%
Q1 2022$413,000
-5.7%
4,405
+0.1%
0.01%
+7.7%
Q4 2021$438,000
+5.0%
4,402
+0.2%
0.01%0.0%
Q3 2021$417,000
-2.8%
4,392
+0.1%
0.01%
-7.1%
Q2 2021$429,000
+4.1%
4,388
+0.1%
0.01%
-6.7%
Q1 2021$412,000
+25.6%
4,383
+6.5%
0.02%
-16.7%
Q4 2020$328,000
-17.8%
4,114
-37.7%
0.02%
-14.3%
Q3 2020$399,000
+60.2%
6,608
+57.1%
0.02%
+23.5%
Q2 2020$249,000
+22.1%
4,205
+0.1%
0.02%0.0%
Q1 2020$204,000
-32.9%
4,199
+0.2%
0.02%
-34.6%
Q4 2019$304,000
+7.8%
4,192
+0.2%
0.03%
-7.1%
Q3 2019$282,000
-0.4%
4,185
+0.1%
0.03%
-9.7%
Q2 2019$283,000
-18.0%
4,180
-19.2%
0.03%
-27.9%
Q1 2019$345,000
+10.9%
5,174
+0.1%
0.04%
-2.3%
Q4 2018$311,000
+12.3%
5,170
+41.2%
0.04%
+33.3%
Q3 2018$277,000
-25.9%
3,662
-29.1%
0.03%
-32.7%
Q2 2018$374,000
+8.7%
5,162
+100.0%
0.05%
+2.1%
Q1 2018$344,000
-50.1%
2,581
-50.2%
0.05%
-48.4%
Q4 2017$690,000
+1.0%
5,184
-1.1%
0.09%
-17.7%
Q3 2017$683,000
+0.9%
5,242
-4.6%
0.11%
-8.1%
Q2 2017$677,000
+1.7%
5,494
+0.0%
0.12%
-7.5%
Q1 2017$666,000
+6.1%
5,493
+5.8%
0.13%
+3.9%
Q4 2016$628,000
+43.4%
5,192
-18.5%
0.13%
+48.8%
Q3 2016$438,000
+6.8%
6,367
+0.0%
0.09%
+4.9%
Q2 2016$410,000
+3.3%
6,366
+0.0%
0.08%
-10.9%
Q1 2016$397,000
-28.6%
6,365
+13.4%
0.09%
-18.6%
Q4 2015$556,000
+64.5%
5,615
+62.2%
0.11%
+39.5%
Q3 2015$338,000
-3.2%
3,462
+7.8%
0.08%
-4.7%
Q1 2015$349,000
+51.1%
3,211
+45.2%
0.08%
+1600.0%
Q4 2014$231,000
-44.7%
2,211
-48.1%
0.01%
-92.2%
Q3 2014$418,000
-99.8%
4,2620.0%0.06%
+20.8%
Q2 2014$224,277,000
+94932.6%
4,262
+87.3%
0.05%
-25.4%
Q1 2014$236,000
+28.3%
2,276
+27.1%
0.07%
+20.3%
Q4 2013$184,000
+22.7%
1,791
+14.7%
0.06%
+15.7%
Q3 2013$150,0001,5610.05%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
JD Financial Services Inc. 89,607$7,127,0007.77%
Wall Capital Group, Inc. 229,070$18,220,0007.17%
Affinity Capital Advisors, LLC 95,635$7,607,0003.09%
RVW Wealth, LLC 245,445$20,000,0002.93%
OLD DOMINION CAPITAL MANAGEMENT INC 144,029$11,456,0002.85%
Ferguson Shapiro LLC 43,243$3,440,0002.56%
BCGM Wealth Management, LLC 34,683$3,202,0002.27%
OneDigital Investment Advisors LLC 403,172$32,068,0001.67%
Crestwood Advisors Group, LLC 528,178$42,011,0001.38%
Ironwood Wealth Management, LLC. 27,485$2,186,0001.36%
View complete list of SPDR SER TR shareholders