Measured Wealth Private Client Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$684,928
-2.6%
9,348
+2.3%
0.28%
+3.0%
Q2 2023$703,184
+4.1%
9,137
-0.2%
0.27%
+2.7%
Q1 2023$675,467
-0.5%
9,159
-2.6%
0.26%
-7.1%
Q4 2022$678,984
+5.3%
9,399
-0.8%
0.28%
-1.8%
Q3 2022$645,000
-5.7%
9,472
-2.4%
0.28%
-5.6%
Q2 2022$684,000
-45.4%
9,701
-35.1%
0.30%
-34.5%
Q1 2022$1,253,000
-19.8%
14,944
-11.2%
0.46%
-16.5%
Q4 2021$1,562,000
-31.7%
16,832
-35.9%
0.55%
-37.3%
Q3 2021$2,288,000
-8.7%
26,260
-7.0%
0.88%
+10.4%
Q2 2021$2,507,000
+88.4%
28,239
+82.2%
0.80%
+69.1%
Q1 2021$1,331,000
+31.1%
15,503
+16.6%
0.47%
+11.6%
Q4 2020$1,015,000
+33.7%
13,296
+3.4%
0.42%
+15.3%
Q3 2020$759,000
+21.2%
12,856
+16.6%
0.37%
+0.5%
Q2 2020$626,000
+61.3%
11,030
+31.3%
0.36%
+20.9%
Q1 2020$388,000
-40.7%
8,401
-17.1%
0.30%
-30.7%
Q4 2019$654,000
+147.7%
10,129
+128.4%
0.44%
+155.0%
Q3 2019$264,0004,4340.17%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 317,950$22,415,0007.44%
Forbes Financial Planning, Inc. 66,910$4,707,0006.75%
DENVER WEALTH MANAGEMENT, INC. 60,657$4,276,0004.47%
AIRE ADVISORS, LLC 167,106$11,785,0004.20%
ERTS Wealth Advisors, LLC 186,902$13,177,0003.74%
Clarus Wealth Advisors 72,633$5,170,0003.64%
Rodgers & Associates, LTD 293,508$20,692,0003.55%
NorthRock Partners, LLC 460,248$32,447,0003.37%
FAS Wealth Partners, Inc. 445,865$31,433,0003.31%
Financial Planning & Information Services, Inc. 182,221$12,847,0003.13%
View complete list of SPDR SER TR shareholders