Tower View Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$10.0%170.0%0.00%0.0%
Q1 2023$10.0%170.0%0.00%0.0%
Q4 2022$1
-99.9%
170.0%0.00%0.0%
Q3 2022$1,0000.0%170.0%0.00%0.0%
Q2 2022$1,000170.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 512,128$33,652,00013.38%
N.E.W. Advisory Services LLC 399,503$26,229,0008.51%
Larson Financial Group LLC 159,143$10,457,0006.02%
MANAGED ACCOUNT SERVICES INC 209,068$13,564,0005.60%
Fragasso Group Inc. 476,155$31,288,0005.26%
Clarus Wealth Advisors 114,113$7,404,0004.89%
Virtue Capital Management, LLC 245,942$16,161,0004.66%
Retirement Group, LLC 88,873$5,840,0003.80%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,634,515$107,400,0003.79%
LPWM LLC 61,512$4,042,0003.74%
View complete list of SPDR SER TR shareholders