Windsor Wealth Management, Inc. - 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
Windsor Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,820
-4.6%
38,481
+0.2%
0.52%
-2.8%
Q2 2023$2,956
-14.0%
38,415
-18.9%
0.53%
-20.3%
Q1 2023$3,436
-2.0%
47,340
-0.7%
0.67%
-8.1%
Q4 2022$3,506
-99.7%
47,664
+175.1%
0.72%
+140.9%
Q3 2022$1,207,000
+7.3%
17,326
+9.4%
0.30%
+4.9%
Q2 2022$1,125,000
+3.6%
15,832
+17.6%
0.29%
+42.8%
Q1 2022$1,086,000
-19.0%
13,463
-5.9%
0.20%
-18.3%
Q4 2021$1,340,000
+19.6%
14,307
+13.2%
0.25%
+5.1%
Q3 2021$1,120,000
+4.5%
12,635
+4.7%
0.23%
+0.9%
Q2 2021$1,072,000
+18.6%
12,072
+14.7%
0.23%
+7.9%
Q1 2021$904,000
+13.6%
10,527
+1.0%
0.22%
+5.9%
Q4 2020$796,000
+21.2%
10,421
-1.1%
0.20%
+6.3%
Q3 2020$657,000
+17.7%
10,538
+7.2%
0.19%
+7.9%
Q2 2020$558,000
+56.3%
9,828
+27.2%
0.18%
+22.9%
Q1 2020$357,0007,7250.14%
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