Silver Lake Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Silver Lake Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,047
-99.9%
138,018
+0.3%
2.50%
+15.2%
Q2 2023$4,051,181
-3.5%
137,608
-2.9%
2.17%
-7.1%
Q1 2023$4,198,685
-3.3%
141,704
-4.1%
2.33%
-11.9%
Q4 2022$4,340,670
+5.8%
147,742
+5.2%
2.64%
+10.2%
Q3 2022$4,104,000
-3.7%
140,464
-2.0%
2.40%
+3.3%
Q2 2022$4,262,000
-1.1%
143,352
+0.2%
2.32%
+13.6%
Q1 2022$4,309,000
-6.0%
142,998
-3.4%
2.05%
-3.5%
Q4 2021$4,583,000
-0.7%
147,984
+0.2%
2.12%
-6.6%
Q3 2021$4,614,000
+0.7%
147,634
+0.8%
2.27%
+3.6%
Q2 2021$4,584,000
-1.7%
146,462
-1.7%
2.19%
-7.6%
Q1 2021$4,664,000
+2.8%
148,968
+3.1%
2.37%
-4.4%
Q4 2020$4,538,000
+0.7%
144,517
+0.6%
2.48%
-10.5%
Q3 2020$4,508,000
-0.6%
143,701
-0.7%
2.77%
-4.4%
Q2 2020$4,534,000
+3.7%
144,666
+0.1%
2.90%
-9.7%
Q1 2020$4,372,000
+1.0%
144,530
+3.0%
3.21%
+23.0%
Q4 2019$4,327,000
+32.5%
140,289
+32.5%
2.61%
+23.8%
Q3 2019$3,265,000
+11.9%
105,842
+11.6%
2.11%
+9.2%
Q2 2019$2,919,000
+6.4%
94,847
+5.6%
1.93%
+4.4%
Q1 2019$2,744,000
+13.5%
89,835
+12.0%
1.85%
+3.0%
Q4 2018$2,418,000
+10.9%
80,234
+11.1%
1.80%
+35.5%
Q3 2018$2,180,000
+579.1%
72,245
+580.1%
1.32%
+456.7%
Q1 2018$321,00010,6220.24%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders