Financial Advisory Group - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advisory Group ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$14,841,452
-6.9%
205,077
-0.7%
3.06%
-2.9%
Q2 2023$15,942,964
+0.9%
206,542
-0.4%
3.15%
-1.3%
Q1 2023$15,800,546
+99998.5%
207,411
-2.5%
3.19%
-4.8%
Q4 2022$15,785
-99.9%
212,682
+0.1%
3.35%
+4.2%
Q3 2022$14,270,000
-6.4%
212,535
+0.9%
3.22%
-0.8%
Q2 2022$15,253,000
-13.3%
210,643
-0.3%
3.24%
-5.2%
Q1 2022$17,602,000
+0.5%
211,237
+2.2%
3.42%
-0.9%
Q4 2021$17,508,000
+2.7%
206,662
-0.6%
3.45%
-8.6%
Q3 2021$17,042,000
-5.2%
207,927
-0.8%
3.77%
-12.2%
Q2 2021$17,973,000
+3.9%
209,701
-0.6%
4.30%
-2.9%
Q1 2021$17,297,000
+14.7%
210,970
-7.4%
4.42%
+12.7%
Q4 2020$15,078,000
+32.7%
227,804
+0.5%
3.93%
+7.1%
Q3 2020$11,359,000
+1.0%
226,781
-0.9%
3.67%
-5.0%
Q2 2020$11,245,000
+435.5%
228,927
+345.5%
3.86%
+463.9%
Q1 2020$2,100,000
-34.7%
51,390
+5.1%
0.68%
-18.7%
Q4 2019$3,214,000
-3.9%
48,915
-10.4%
0.84%
-9.1%
Q3 2019$3,346,000
+3.0%
54,622
+0.2%
0.93%
+8.0%
Q2 2019$3,248,000
+14.8%
54,491
+16.1%
0.86%
+10.0%
Q1 2019$2,830,00046,9400.78%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders