Squar Milner Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Squar Milner Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$1,041,000
+31.4%
18,326
+6.8%
0.59%
+24.2%
Q1 2020$792,000
-49.6%
17,163
-29.5%
0.48%
-39.3%
Q4 2019$1,570,000
+72.9%
24,341
+58.3%
0.78%
+69.0%
Q3 2019$908,000
-28.1%
15,378
-25.8%
0.46%
-45.5%
Q2 2019$1,262,000
+11.0%
20,727
+8.8%
0.85%
+1.4%
Q1 2019$1,137,000
+161.4%
19,057
+136.4%
0.84%
+100.7%
Q4 2018$435,000
+22.5%
8,062
+53.4%
0.42%
+31.0%
Q3 2018$355,000
+1443.5%
5,257
+1360.3%
0.32%
+1495.0%
Q2 2018$23,0003600.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
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