Sharkey, Howes & Javer - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sharkey, Howes & Javer ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$362,758
-14.6%
4,317
-16.4%
0.08%
-19.6%
Q4 2022$424,697
-79.9%
5,166
-81.5%
0.10%
-78.9%
Q3 2022$2,109,00027,8590.46%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders