Newport Wealth Strategies, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 112 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$430,000
-3.2%
4,5380.0%0.26%
+1.2%
Q2 2021$444,000
+4.2%
4,5380.0%0.26%
-2.7%
Q1 2021$426,000
+54.3%
4,5380.0%0.26%
+27.5%
Q4 2020$276,000
-1.4%
4,5380.0%0.21%
-0.5%
Q3 2020$280,000
-14.4%
4,538
-18.1%
0.21%
-30.2%
Q2 2020$327,000
+13.9%
5,5380.0%0.30%
+10.4%
Q1 2020$287,000
-60.6%
5,538
-45.3%
0.27%
-49.1%
Q4 2019$729,000
+7.2%
10,1200.0%0.53%
-14.5%
Q3 2019$680,000
+0.4%
10,1200.0%0.62%
-0.5%
Q2 2019$677,000
+6.8%
10,120
+7.8%
0.62%
-2.4%
Q1 2019$634,000
+7.1%
9,3900.0%0.64%
-21.4%
Q4 2018$592,000
-10.8%
9,390
-4.5%
0.81%
-4.1%
Q3 2018$664,000
+6.4%
9,830
+13.9%
0.85%
+17.3%
Q2 2018$624,000
-38.8%
8,630
+12.6%
0.72%
-9.4%
Q1 2018$1,019,000
-2.5%
7,6650.0%0.80%
+6.6%
Q4 2017$1,045,0007,6650.75%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders