Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$955,000
-13.8%
10,289
-19.1%
0.25%
-19.2%
Q3 2021$1,108,000
-1.9%
12,7230.0%0.31%
-5.8%
Q2 2021$1,129,000
+2.8%
12,723
-0.5%
0.33%
+2.8%
Q1 2021$1,098,000
+12.3%
12,787
-0.1%
0.32%
-3.1%
Q4 2020$978,000
+27.5%
12,804
-1.4%
0.33%
+13.5%
Q3 2020$767,000
+8.0%
12,991
+3.9%
0.29%
-2.0%
Q2 2020$710,000
+132.0%
12,501
+88.8%
0.29%
+89.7%
Q1 2020$306,000
+565.2%
6,621
+766.6%
0.16%
+715.8%
Q1 2019$46,000
-88.2%
764
-89.5%
0.02%
-88.3%
Q4 2018$391,0007,2530.16%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Invst, LLC 66,584$15,130,0009.72%
Capital Directions Investment Advisors, LLC 102,614$23,866,0007.50%
FAS Wealth Partners, Inc. 106,317$24,727,0007.13%
MCIA Inc 23,552$5,478,0005.94%
Tiller Private Wealth, Inc. 25,022$5,820,0004.18%
PACIFIC SUN FINANCIAL CORP 13,390$3,114,0004.11%
MFA WEALTH ADVISORS, LLC 19,799$4,698,0003.54%
Harborview Advisors, LLC 14,444$3,359,0003.19%
ACCURATE INVESTMENT SOLUTIONS, INC. 17,375$4,041,0003.06%
Krilogy Financial LLC 45,801$10,652,0002.54%
View complete list of SPDR SER TR shareholders