Idaho Trust Bank - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 434 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$467,2115,3560.45%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 336,511$31,235,0009.03%
Clarus Wealth Advisors 108,389$9,713,0005.59%
AIRE ADVISORS, LLC 119,484$11,083,0004.79%
NorthRock Partners, LLC 554,771$51,494,0003.86%
FAS Wealth Partners, Inc. 442,695$41,091,0003.77%
ERTS Wealth Advisors, LLC 169,874$15,771,0003.76%
KWB Wealth 218,920$20,320,0003.38%
Rodgers & Associates, LTD 229,505$21,303,0003.21%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 83,299$7,732,0003.18%
Shakespeare Wealth Management, LLC 86,466$8,026,0002.86%
View complete list of SPDR SER TR shareholders