TFO Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,3120.0%170.0%0.00%
Q2 2023$1,312
+72.2%
17
+70.0%
0.00%
Q1 2023$762
+0.5%
10
-56.5%
0.00%
Q4 2022$758
-24.2%
23
+35.3%
0.00%
Q3 2022$1,000
-50.0%
17
-19.0%
0.00%
Q2 2022$2,000
-80.0%
21
-83.2%
0.00%
-100.0%
Q1 2022$10,000
+900.0%
125
+1150.0%
0.00%
Q4 2021$1,000
-50.0%
10
-65.5%
0.00%
Q3 2021$2,000
+100.0%
29
+262.5%
0.00%
Q2 2021$1,0008
+100.0%
0.00%
Q1 2021$04
+300.0%
0.00%
Q4 2020$0
-100.0%
1
-97.4%
0.00%
-100.0%
Q2 2020$2,000
-91.7%
39
-93.5%
0.00%
-90.0%
Q1 2020$24,000
+41.2%
597
+130.5%
0.01%
-37.5%
Q4 2019$17,0002590.02%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders