WEALTHSOURCE PARTNERS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$636,000
-19.6%
8,409
-14.8%
0.05%
-19.0%
Q2 2022$791,000
-18.1%
9,874
-4.3%
0.06%
-10.8%
Q1 2022$966,000
-16.2%
10,320
-11.0%
0.06%
-29.3%
Q4 2021$1,153,000
+2.7%
11,595
-2.2%
0.09%
-6.1%
Q3 2021$1,123,00011,8540.10%
Other shareholders
SPDR SER TR shareholders Q4 2022
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