Connecticut Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,628,253
-6.2%
22,4990.0%0.11%
-8.3%
Q2 2023$1,736,698
-5.2%
22,499
-6.4%
0.12%
-12.3%
Q1 2023$1,831,672
+2.6%
24,0440.0%0.14%
-8.6%
Q4 2022$1,784,546
+10.6%
24,0440.0%0.15%
+0.7%
Q3 2022$1,614,000
-7.8%
24,044
-0.6%
0.15%
-2.0%
Q2 2022$1,751,000
-13.1%
24,1840.0%0.15%
-0.6%
Q1 2022$2,015,000
-9.8%
24,184
-8.3%
0.15%
-11.0%
Q4 2021$2,235,000
+2.2%
26,377
-1.2%
0.17%
-9.4%
Q3 2021$2,187,000
-4.4%
26,6870.0%0.19%
-5.0%
Q2 2021$2,287,000
-74.2%
26,687
-77.7%
0.20%
-78.6%
Q4 2020$8,866,000
+421.8%
119,643
+252.7%
0.94%
+400.5%
Q3 2020$1,699,000
-76.8%
33,922
-74.6%
0.19%
-79.3%
Q2 2020$7,322,000
+385.2%
133,742
+262.1%
0.91%
+304.0%
Q1 2020$1,509,000
-53.4%
36,939
-25.1%
0.22%
-37.0%
Q4 2019$3,239,000
+7.6%
49,289
+0.3%
0.36%
-3.8%
Q3 2019$3,009,000
+0.2%
49,124
-0.7%
0.37%0.0%
Q2 2019$3,002,00049,4750.37%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders