Moloney Securities Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 140 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$242,679
+2.2%
2,8880.0%0.04%
-13.5%
Q4 2022$237,422
+7.9%
2,888
-0.7%
0.05%
-1.9%
Q3 2022$220,000
-6.8%
2,909
-1.2%
0.05%
-3.6%
Q2 2022$236,000
-13.9%
2,944
+0.7%
0.06%
+3.8%
Q1 2022$274,000
-6.2%
2,924
-0.3%
0.05%
+6.0%
Q4 2021$292,000
+5.4%
2,934
+0.2%
0.05%0.0%
Q3 2021$277,000
-1.8%
2,929
+1.4%
0.05%
-2.0%
Q2 2021$282,000
+4.8%
2,889
+0.9%
0.05%
-3.8%
Q1 2021$269,000
+18.5%
2,864
+0.2%
0.05%
+6.0%
Q4 2020$227,000
-5.4%
2,859
-13.6%
0.05%
-32.4%
Q4 2019$240,000
+4.8%
3,310
-2.6%
0.07%
-3.9%
Q3 2019$229,000
-6.9%
3,400
-6.4%
0.08%
-6.1%
Q2 2019$246,000
+12.3%
3,632
+10.5%
0.08%
+7.9%
Q1 2019$219,000
+4.8%
3,286
+18.9%
0.08%
+5.6%
Q3 2018$209,000
+4.5%
2,764
-0.1%
0.07%
-5.3%
Q2 2018$200,0002,7670.08%
Other shareholders
SPDR SER TR shareholders Q4 2018
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