Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$90,836
-18.3%
1,081
-20.1%
0.00%
-50.0%
Q4 2022$111,230
+68.5%
1,353
+54.8%
0.00%
+100.0%
Q3 2022$66,000
-5.7%
8740.0%0.00%0.0%
Q2 2022$70,000
-14.6%
8740.0%0.00%0.0%
Q1 2022$82,000
-5.7%
8740.0%0.00%0.0%
Q4 2021$87,000
+4.8%
8740.0%0.00%0.0%
Q3 2021$83,000
-2.4%
8740.0%0.00%0.0%
Q2 2021$85,000
-100.0%
874
-53.4%
0.00%
-50.0%
Q1 2021$176,306,000
+476402.7%
1,876
+299.1%
0.00%
+100.0%
Q4 2020$37,000
+27.6%
4700.0%0.00%0.0%
Q3 2020$29,000
+3.6%
4700.0%0.00%0.0%
Q2 2020$28,000
+27.3%
4700.0%0.00%0.0%
Q1 2020$22,000
-73.5%
470
-59.1%
0.00%
-50.0%
Q4 2019$83,000
-20.2%
1,150
-26.3%
0.00%
-50.0%
Q3 2019$104,000
-1.0%
1,5600.0%0.00%0.0%
Q2 2019$105,000
-11.0%
1,5600.0%0.00%
-33.3%
Q3 2018$118,000
+4.4%
1,5600.0%0.01%
-14.3%
Q2 2018$113,000
-21.5%
1,560
+43.3%
0.01%
-30.0%
Q1 2018$144,0000.0%1,0890.0%0.01%
-9.1%
Q4 2017$144,000
+928.6%
1,089
+838.8%
0.01%
+450.0%
Q2 2017$14,0000.0%1160.0%0.00%0.0%
Q1 2017$14,0000.0%1160.0%0.00%
-66.7%
Q4 2016$14,0001160.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 89,607$7,127,0007.77%
Wall Capital Group, Inc. 229,070$18,220,0007.17%
Affinity Capital Advisors, LLC 95,635$7,607,0003.09%
RVW Wealth, LLC 245,445$20,000,0002.93%
OLD DOMINION CAPITAL MANAGEMENT INC 144,029$11,456,0002.85%
Ferguson Shapiro LLC 43,243$3,440,0002.56%
BCGM Wealth Management, LLC 34,683$3,202,0002.27%
OneDigital Investment Advisors LLC 403,172$32,068,0001.67%
Crestwood Advisors Group, LLC 528,178$42,011,0001.38%
Ironwood Wealth Management, LLC. 27,485$2,186,0001.36%
View complete list of SPDR SER TR shareholders