EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,755
+13.2%
200.0%0.00%
Q1 2024$1,551
-6.9%
200.0%0.00%
Q4 2023$1,666
+15.1%
200.0%0.00%
Q3 2023$1,447
-6.3%
200.0%0.00%
Q2 2023$1,544
-89.1%
20
-89.5%
0.00%
-100.0%
Q4 2022$14,1021900.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
TMFS HOLDINGS LLC 800,898$74,379,00011.18%
Krilogy Financial LLC 84,507$7,848,0007.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 132,050$12,263,0003.11%
Moisand Fitzgerald Tamayo, LLC 20,259$1,881,0001.62%
Bernicke Wealth Management, Ltd. 12,826$1,191,0001.15%
Tradewinds Capital Management, LLC 15,946$1,481,0001.07%
Kalos Management, Inc. 14,040$1,304,0000.97%
Asset Dedication, LLC 14,733$1,368,0000.90%
Traynor Capital Management, Inc. 13,380$1,242,0000.89%
Advisors Preferred, LLC 14,642$1,361,0000.74%
View complete list of SPDR SER TR shareholders