Financial Advocates Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,115,448
+15.0%
15,511
+23.0%
0.08%
+15.9%
Q2 2023$970,305
-47.8%
12,608
-50.0%
0.07%
-48.5%
Q1 2023$1,860,411
+3.1%
25,226
+1.0%
0.13%0.0%
Q4 2022$1,804,250
+4.7%
24,976
-1.3%
0.13%
-5.6%
Q3 2022$1,724,000
-4.2%
25,307
-0.8%
0.14%
-2.7%
Q2 2022$1,799,000
-52.3%
25,522
-43.3%
0.15%
-41.4%
Q1 2022$3,773,000
+19.4%
45,012
+32.2%
0.25%
+25.1%
Q4 2021$3,160,000
+12.5%
34,046
+5.6%
0.20%
+4.7%
Q3 2021$2,810,000
+4.0%
32,250
+5.9%
0.19%
+5.0%
Q2 2021$2,703,000
+8.2%
30,451
+4.7%
0.18%
+2.3%
Q1 2021$2,497,000
+34.3%
29,083
+19.5%
0.18%
+39.4%
Q4 2020$1,859,000
+85.9%
24,339
+43.7%
0.13%
+49.4%
Q3 2020$1,000,000
+2.1%
16,936
-1.8%
0.08%
-8.6%
Q2 2020$979,000
+147.2%
17,251
+101.4%
0.09%
+66.1%
Q1 2020$396,000
+39.9%
8,565
+95.5%
0.06%
+86.7%
Q4 2019$283,000
-22.3%
4,381
-28.2%
0.03%
-33.3%
Q1 2019$364,000
-52.7%
6,103
-57.3%
0.04%
-57.1%
Q4 2018$770,000
-24.5%
14,281
-5.5%
0.10%
-7.9%
Q3 2018$1,020,000
+5.0%
15,108
-0.5%
0.11%
-3.4%
Q2 2018$971,000
+11.5%
15,183
+305.4%
0.12%
+4.4%
Q1 2018$871,000
+3.8%
3,745
+1.5%
0.11%
-1.7%
Q4 2017$839,0003,6910.12%
Other shareholders
SPDR SER TR shareholders Q4 2020
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