Private Ocean, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 247 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$135,541
-11.7%
1,850
-7.3%
0.02%
-10.5%
Q2 2023$153,569
+122.3%
1,995
+112.9%
0.02%
+111.1%
Q1 2023$69,097
+603.3%
937
+589.0%
0.01%
+800.0%
Q4 2022$9,825
+9.2%
1360.0%0.00%0.0%
Q3 2022$9,0000.0%1360.0%0.00%0.0%
Q2 2022$9,000
-18.2%
1360.0%0.00%0.0%
Q1 2022$11,000
-15.4%
1360.0%0.00%
-50.0%
Q4 2021$13,000
+8.3%
1360.0%0.00%
+100.0%
Q3 2021$12,0000.0%1360.0%0.00%
-50.0%
Q2 2021$12,0000.0%1360.0%0.00%0.0%
Q1 2021$12,000
+20.0%
1360.0%0.00%0.0%
Q4 2020$10,000
+25.0%
1360.0%0.00%0.0%
Q3 2020$8,000
+14.3%
1360.0%0.00%0.0%
Q2 2020$7,000
-63.2%
136
-68.2%
0.00%
-60.0%
Q1 2020$19,000
-32.1%
4280.0%0.01%
-28.6%
Q4 2019$28,000
-12.5%
428
-20.1%
0.01%
-12.5%
Q3 2019$32,0000.0%5360.0%0.01%
-11.1%
Q2 2019$32,0000.0%5360.0%0.01%0.0%
Q1 2019$32,0005360.01%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
Shakespeare Wealth Management, LLC 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders