WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 235 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,918,630
-6.3%
53,482
-1.6%
0.59%
-6.3%
Q2 2023$4,183,137
+25.2%
54,355
+20.0%
0.63%
+17.1%
Q1 2023$3,340,969
+6.9%
45,301
+4.7%
0.54%
-10.0%
Q4 2022$3,124,758
+8.6%
43,255
+2.4%
0.60%
+4.7%
Q3 2022$2,878,000
-4.8%
42,247
-1.5%
0.57%
-4.7%
Q2 2022$3,023,000
-16.7%
42,875
-1.0%
0.60%
+3.1%
Q1 2022$3,630,000
+120900.0%
43,303
+108157.5%
0.58%
+58000.0%
Q1 2021$3,000
+50.0%
400.0%0.00%0.0%
Q3 2020$2,000
-50.0%
40
-45.9%
0.00%
-50.0%
Q2 2020$4,000
-20.0%
74
-36.2%
0.00%
-33.3%
Q1 2020$5,000
-88.4%
116
-82.6%
0.00%
-85.7%
Q4 2019$43,000
-14.0%
666
-21.1%
0.02%
-19.2%
Q3 2019$50,000
+177.8%
844
+180.4%
0.03%
+160.0%
Q2 2019$18,000
-59.1%
301
-59.2%
0.01%
-60.0%
Q1 2019$44,000
+15.8%
738
+3.7%
0.02%
-3.8%
Q4 2018$38,000
+123.5%
712
+179.2%
0.03%
+160.0%
Q3 2018$17,000
+6.2%
2550.0%0.01%0.0%
Q2 2018$16,0002550.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
Shakespeare Wealth Management, LLC 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders