Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$544,000
+122.0%
5,616
+82.5%
0.02%
+90.0%
Q4 2020$245,000
+23.7%
3,077
-5.4%
0.01%0.0%
Q3 2020$198,000
+2.6%
3,254
-0.2%
0.01%
-9.1%
Q2 2020$193,000
+22.2%
3,262
+0.1%
0.01%
-8.3%
Q1 2020$158,000
-56.1%
3,259
-34.5%
0.01%
-55.6%
Q4 2019$360,000
+4.3%
4,974
-3.2%
0.03%
-6.9%
Q3 2019$345,000
-2.8%
5,139
-3.5%
0.03%
-27.5%
Q1 2019$355,000
+10.2%
5,328
-0.9%
0.04%
-13.0%
Q4 2018$322,0005,3770.05%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
JD Financial Services Inc. 89,607$7,127,0007.77%
Wall Capital Group, Inc. 229,070$18,220,0007.17%
Affinity Capital Advisors, LLC 95,635$7,607,0003.09%
RVW Wealth, LLC 245,445$20,000,0002.93%
OLD DOMINION CAPITAL MANAGEMENT INC 144,029$11,456,0002.85%
Ferguson Shapiro LLC 43,243$3,440,0002.56%
BCGM Wealth Management, LLC 34,683$3,202,0002.27%
OneDigital Investment Advisors LLC 403,172$32,068,0001.67%
Crestwood Advisors Group, LLC 528,178$42,011,0001.38%
Ironwood Wealth Management, LLC. 27,485$2,186,0001.36%
View complete list of SPDR SER TR shareholders