Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$160.0%194
+0.5%
0.00%0.0%
Q4 2022$16
-99.9%
193
+0.5%
0.00%0.0%
Q3 2022$15,000
-34.8%
192
-33.8%
0.00%
-50.0%
Q2 2022$23,000
+27.8%
290
+51.8%
0.00%
+100.0%
Q1 2022$18,000
-5.3%
1910.0%0.00%0.0%
Q4 2021$19,000
-13.6%
191
-18.7%
0.00%0.0%
Q3 2021$22,000
+22.2%
235
+24.3%
0.00%0.0%
Q2 2021$18,0000.0%189
+0.5%
0.00%0.0%
Q1 2021$18,000
-100.0%
188
-77.5%
0.00%
-94.7%
Q1 2015$90,748,000
+4.1%
8340.0%0.02%0.0%
Q4 2014$87,173,000
+160.2%
834
+144.6%
0.02%
+137.5%
Q3 2014$33,506,0003410.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 124,695$10,251,1659.66%
Wall Capital Group, Inc. 53,260$4,596,3056.35%
Aspire Capital Advisors LLC 108,826$8,946,6065.09%
Atlas Private Wealth Advisors 104,528$8,593,2644.58%
RVW Wealth, LLC 319,899$26,298,8743.35%
Ironwood Wealth Management, LLC. 67,230$5,526,9782.31%
Mitsubishi UFJ Asset Management (UK) Ltd. 39,500$3,2472.27%
AFFINIA FINANCIAL GROUP, LLC 29,157$2,487,3532.12%
Montz Harcus Wealth Management LLC 22,509$1,850,4411.84%
Carr Financial Group Corp 41,243$3,390,5661.78%
View complete list of SPDR SER TR shareholders