Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$108
-83.8%
1,473
-83.0%
0.01%
-83.8%
Q2 2023$668
+3.1%
8,685
-1.2%
0.04%0.0%
Q1 2023$648
-25.9%
8,788
-27.5%
0.04%
-30.2%
Q4 2022$875
-99.9%
12,114
+32.7%
0.05%
+23.3%
Q3 2022$622,000
-10.1%
9,130
-7.0%
0.04%
-10.4%
Q2 2022$692,000
-16.7%
9,817
-1.0%
0.05%
-9.4%
Q1 2022$831,000
-7.6%
9,914
+2.3%
0.05%
-3.6%
Q4 2021$899,000
+6.0%
9,690
-0.4%
0.06%
-1.8%
Q3 2021$848,000
-1.2%
9,731
+0.6%
0.06%
-3.4%
Q2 2021$858,000
+10.7%
9,669
+7.1%
0.06%
+7.4%
Q1 2021$775,000
+1390.4%
9,024
+1217.4%
0.05%
+980.0%
Q4 2020$52,000
+30.0%
685
+0.3%
0.01%
+25.0%
Q3 2020$40,0000.0%683
-2.4%
0.00%0.0%
Q2 2020$40,000
+11.1%
700
-10.3%
0.00%0.0%
Q1 2020$36,000
-92.3%
780
-89.2%
0.00%
-91.3%
Q4 2019$465,000
+19.5%
7,208
+10.2%
0.05%
+12.2%
Q3 2019$389,000
+14.7%
6,541
+17.7%
0.04%
+10.8%
Q2 2019$339,000
+69.5%
5,558
+65.5%
0.04%
+60.9%
Q1 2019$200,000
+1566.7%
3,358
+1447.5%
0.02%
+1050.0%
Q4 2018$12,0002170.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
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, INC. 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