Patriot Financial Group Insurance Agency, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 195 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$447,537
-4.7%
6,108
+0.0%
0.09%
+4.5%
Q2 2023$469,842
+4.4%
6,105
+0.1%
0.09%
-2.2%
Q1 2023$449,982
-5.3%
6,101
-7.3%
0.09%
+42.2%
Q4 2022$475,395
+5.6%
6,581
-0.3%
0.06%
-41.8%
Q3 2022$450,000
-5.3%
6,602
-1.9%
0.11%
+14.6%
Q2 2022$475,000
-17.8%
6,731
-2.4%
0.10%
-6.8%
Q1 2022$578,000
-15.2%
6,894
-6.1%
0.10%
-8.8%
Q4 2021$682,000
+6.2%
7,345
-0.4%
0.11%
-0.9%
Q3 2021$642,000
-1.7%
7,371
+0.2%
0.11%
-4.2%
Q2 2021$653,000
+3.5%
7,355
+0.0%
0.12%
-17.9%
Q1 2021$631,000
+11.5%
7,353
-0.8%
0.14%
+2.1%
Q4 2020$566,000
+33.8%
7,409
+3.4%
0.14%
+2.9%
Q3 2020$423,000
-2.1%
7,164
-5.8%
0.14%
-16.4%
Q2 2020$432,000
-18.2%
7,602
-33.5%
0.16%
-31.5%
Q1 2020$528,000
-28.8%
11,435
-0.6%
0.24%
-13.3%
Q4 2019$742,000
+11.4%
11,505
+2.9%
0.28%
-7.0%
Q3 2019$666,000
+0.3%
11,182
+2.4%
0.30%
+4.5%
Q2 2019$664,000
+8.5%
10,922
+6.6%
0.29%
-8.9%
Q1 2019$612,000
+28.6%
10,248
+16.2%
0.31%
+0.3%
Q4 2018$476,000
+321.2%
8,822
+428.6%
0.31%
+367.2%
Q3 2018$113,000
+6.6%
1,669
-0.1%
0.07%
-40.7%
Q2 2018$106,000
+14.0%
1,670
+307.3%
0.11%
+63.8%
Q1 2018$93,000
-1.1%
4100.0%0.07%
-1.4%
Q4 2017$94,0000.0%410
+0.5%
0.07%
-16.7%
Q3 2017$94,000
+6.8%
4080.0%0.08%
-8.7%
Q2 2017$88,000
+4.8%
408
+0.2%
0.09%
+3.4%
Q1 2017$84,0000.0%4070.0%0.09%
-22.6%
Q4 2016$84,0004070.12%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 336,511$31,235,0009.03%
Clarus Wealth Advisors 108,389$9,713,0005.59%
AIRE ADVISORS, LLC 119,484$11,083,0004.79%
NorthRock Partners, LLC 554,771$51,494,0003.86%
FAS Wealth Partners, Inc. 442,695$41,091,0003.77%
ERTS Wealth Advisors, LLC 169,874$15,771,0003.76%
KWB Wealth 218,920$20,320,0003.38%
Rodgers & Associates, LTD 229,505$21,303,0003.21%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 83,299$7,732,0003.18%
Shakespeare Wealth Management, LLC 86,466$8,026,0002.86%
View complete list of SPDR SER TR shareholders