Capital Wealth Planning, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Capital Wealth Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$647,000
-35.3%
15,832
+4.0%
0.04%
-30.5%
Q4 2019$1,000,000
-0.2%
15,216
-5.4%
0.06%
-7.8%
Q3 2019$1,002,000
-4.6%
16,080
-7.1%
0.06%
-15.8%
Q2 2019$1,050,000
+425.0%
17,303
+929.9%
0.08%
+137.5%
Q2 2017$200,000–1,680–0.03%–
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Other shareholders
SPDR SER TR shareholders Q2 2020
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