Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,949,788
-48.8%
26,611
-46.2%
0.03%
-47.4%
Q2 2023$3,806,211
+77.3%
49,457
+69.9%
0.06%
+67.6%
Q1 2023$2,146,568
+5.6%
29,106
+3.4%
0.03%
-2.9%
Q4 2022$2,033,628
+2.4%
28,151
-3.4%
0.04%
-5.4%
Q3 2022$1,985,000
+95.4%
29,137
+102.2%
0.04%
+94.7%
Q2 2022$1,016,000
-59.4%
14,411
-51.8%
0.02%
-51.3%
Q1 2022$2,504,000
+250300.0%
29,871
+298610.0%
0.04%
Q4 2021$1,00010
+100.0%
0.00%
Q3 2021$0
-100.0%
5
-99.8%
0.00%
-100.0%
Q1 2021$177,882,000
+5929300.0%
2,072
+3600.0%
0.00%
Q3 2020$3,0000.0%560.0%0.00%
Q2 2020$3,000
+50.0%
560.0%0.00%
Q1 2020$2,000
-98.6%
56
-97.4%
0.00%
-100.0%
Q4 2019$140,000
+1300.0%
2,178
+1110.0%
0.00%
Q3 2019$10,0000.0%1800.0%0.00%
Q2 2019$10,000
-95.9%
180
-96.0%
0.00%
-100.0%
Q4 2018$243,000
+1178.9%
4,506
+1486.6%
0.01%
+1100.0%
Q3 2018$19,000
+5.6%
2840.0%0.00%0.0%
Q2 2018$18,000
+12.5%
284
+300.0%
0.00%0.0%
Q1 2018$16,000
-44.8%
71
-45.0%
0.00%
-50.0%
Q4 2017$29,0001290.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 97,385$7,182,2187.06%
Kades & Cheifetz LLC 104,068$7,675,0326.05%
DENVER WEALTH MANAGEMENT, INC. 98,652$7,275,6475.05%
AIRE ADVISORS, LLC 221,120$16,325,5244.56%
Rodgers & Associates, LTD 356,242$26,272,8674.08%
ERTS Wealth Advisors, LLC 197,824$14,589,5253.54%
Financial Planning & Information Services, Inc. 213,477$15,743,9173.05%
SHAKESPEARE WEALTH MANAGEMENT, INC. 116,470$8,589,6873.05%
NorthRock Partners, LLC 369,190$27,227,7672.90%
KWB Wealth 213,561$15,427,6322.85%
View complete list of SPDR SER TR shareholders