Shone Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Shone Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$635,000
+18.7%
9,706
-0.5%
0.49%
+3.4%
Q3 2020$535,000
+5.9%
9,755
-1.4%
0.48%
-4.6%
Q2 2020$505,000
+7.7%
9,894
-3.6%
0.50%
-9.9%
Q1 2020$469,00010,2610.56%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 150,574$11,720,65310.83%
BRIGGS ADVISORY GROUP, INC. 234,848$18,127,93510.12%
Financial Planning & Information Services, Inc. 636,859$49,159,1229.07%
Compass Ion Advisors, LLC 311,686$24,059,0206.11%
Morton Brown Family Wealth, LLC 147,632$11,395,7006.08%
RESTON WEALTH MANAGEMENT LLC 156,809$12,104,0775.76%
Capasso Planning Partners LLC 127,858$9,869,3485.31%
Goelzer Investment Management, Inc. 795,249$61,385,2675.20%
New Hampshire Trust 250,671$19,349,2945.03%
Melone Private Wealth, LLC 87,881$6,783,5174.79%
View complete list of SPDR SER TR shareholders