Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$912,000
-5.5%
13,385
-2.2%
0.21%
+5.0%
Q2 2022$965,000
-14.8%
13,687
+1.3%
0.20%
-5.2%
Q1 2022$1,133,000
-10.0%
13,516
-0.3%
0.21%
+1212.5%
Q4 2021$1,259,000
+6.4%
13,559
-0.2%
0.02%
-93.3%
Q3 2021$1,183,000
-2.4%
13,582
-0.5%
0.24%
-11.5%
Q2 2021$1,212,000
+2.4%
13,649
-1.1%
0.27%
-10.3%
Q1 2021$1,184,000
+9.0%
13,794
-3.0%
0.30%
+4.2%
Q4 2020$1,086,000
+28.2%
14,222
-0.9%
0.29%
+1.8%
Q3 2020$847,000
+2.4%
14,356
-1.4%
0.28%
-24.9%
Q2 2020$827,000
+18.5%
14,561
-3.6%
0.38%
-21.6%
Q1 2020$698,000
-26.2%
15,108
+3.0%
0.48%
-17.5%
Q4 2019$946,000
+10.0%
14,667
+1.7%
0.58%
-6.0%
Q3 2019$860,000
-3.0%
14,426
-0.9%
0.62%
-7.5%
Q2 2019$887,000
+7.8%
14,562
+5.7%
0.67%
-6.2%
Q1 2019$823,000
+17.2%
13,780
+5.8%
0.71%
-4.2%
Q4 2018$702,00013,0230.74%
Other shareholders
SPDR SER TR shareholders Q4 2022
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, INC. 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