Cerity Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$53,128,566
-7.0%
734,122
-0.8%
0.26%
+16.2%
Q2 2023$57,113,390
+59.0%
739,910
+48.8%
0.22%
+161.2%
Q1 2023$35,928,479
+2.4%
497,279
+5.2%
0.08%
-62.2%
Q4 2022$35,087,598
+20.9%
472,752
+9.4%
0.22%
-35.5%
Q3 2022$29,016,000
-5.9%
432,166
+1.5%
0.35%
+2.3%
Q2 2022$30,826,000
+3691.6%
425,715
+4265.0%
0.34%
+2523.1%
Q1 2022$813,000
+19.0%
9,753
+21.0%
0.01%
+30.0%
Q4 2021$683,000
+4.8%
8,063
+1.4%
0.01%
-28.6%
Q3 2021$652,000
-0.3%
7,949
+4.1%
0.01%0.0%
Q2 2021$654,000
-4.0%
7,635
-8.1%
0.01%
-12.5%
Q1 2021$681,000
+4.4%
8,306
-15.7%
0.02%
-23.8%
Q4 2020$652,000
+26.8%
9,850
-4.1%
0.02%0.0%
Q3 2020$514,000
+8.9%
10,269
+6.9%
0.02%
-19.2%
Q2 2020$472,000
+33.7%
9,603
+11.3%
0.03%
+18.2%
Q1 2020$353,000
-36.4%
8,629
+2.2%
0.02%
-21.4%
Q4 2019$555,000
+8.2%
8,446
+0.9%
0.03%
-6.7%
Q3 2019$513,000
-7.9%
8,367
-8.9%
0.03%
-14.3%
Q2 2019$557,0009,1870.04%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 566,032$23,128,00012.02%
Larson Financial Group LLC 263,280$10,758,0006.73%
NORTHWEST WEALTH MANAGEMENT, LLC 108,619$4,438,0004.49%
ERTS Wealth Advisors, LLC 225,319$9,207,0004.46%
Moisand Fitzgerald Tamayo, LLC 134,283$5,487,0003.58%
Financial Strategies Group, Inc. 92,219$3,768,0003.41%
LPWM LLC 75,447$3,083,0003.36%
Evensky & Katz LLC 505,999$20,675,0003.25%
NorthRock Partners, LLC 563,758$23,035,0003.23%
MANAGED ACCOUNT SERVICES INC 172,334$6,378,0003.09%
View complete list of SPDR SER TR shareholders