Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$137,592
+78.0%
1,901
+89.9%
0.01%
+60.0%
Q2 2023$77,285
+152.8%
1,001
+149.6%
0.01%
+150.0%
Q1 2023$30,566
-85.9%
401
-86.3%
0.00%
-86.7%
Q4 2022$217,019
+10.7%
2,9240.0%0.02%
-6.2%
Q3 2022$196,0002,9240.02%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 566,032$23,128,00012.02%
Larson Financial Group LLC 263,280$10,758,0006.73%
NORTHWEST WEALTH MANAGEMENT, LLC 108,619$4,438,0004.49%
ERTS Wealth Advisors, LLC 225,319$9,207,0004.46%
Moisand Fitzgerald Tamayo, LLC 134,283$5,487,0003.58%
Financial Strategies Group, Inc. 92,219$3,768,0003.41%
LPWM LLC 75,447$3,083,0003.36%
Evensky & Katz LLC 505,999$20,675,0003.25%
NorthRock Partners, LLC 563,758$23,035,0003.23%
MANAGED ACCOUNT SERVICES INC 172,334$6,378,0003.09%
View complete list of SPDR SER TR shareholders