Waldron Private Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$490
-4.9%
6,6950.0%0.02%
-3.8%
Q2 2023$515
+4.3%
6,695
-0.2%
0.03%
+8.3%
Q1 2023$494
+8.3%
6,707
+0.1%
0.02%
-14.3%
Q4 2022$456
-99.9%
6,6970.0%0.03%0.0%
Q3 2022$456,000
-3.4%
6,697
+0.0%
0.03%
+7.7%
Q2 2022$472,000
-15.9%
6,696
+0.0%
0.03%
-10.3%
Q1 2022$561,000
-9.7%
6,6950.0%0.03%
-6.5%
Q4 2021$621,000
-1.6%
6,695
-7.7%
0.03%
-16.2%
Q3 2021$631,000
-5.5%
7,253
-3.8%
0.04%
-14.0%
Q2 2021$668,000
+3.4%
7,5360.0%0.04%
-4.4%
Q1 2021$646,000
+12.3%
7,5360.0%0.04%
+4.7%
Q4 2020$575,000
+29.5%
7,5360.0%0.04%
+13.2%
Q3 2020$444,000
+4.0%
7,5360.0%0.04%0.0%
Q2 2020$427,0007,5360.04%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Clarus Wealth Advisors 127,769$11,101,0006.95%
ERTS Wealth Advisors, LLC 208,844$17,929,0005.31%
Tradewinds Capital Management, LLC 265,718$22,812,0004.54%
NorthRock Partners, LLC 520,839$44,714,0004.07%
FAS Wealth Partners, Inc. 444,792$38,185,0003.98%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 71,302$6,121,0003.30%
Rodgers & Associates, LTD 225,589$19,367,0003.30%
KWB Wealth 173,217$14,871,0002.84%
Redwood Investment Management, LLC 173,343$14,881,0002.82%
Shakespeare Wealth Management, LLC 76,954$6,606,0002.72%
View complete list of SPDR SER TR shareholders