Dougherty Wealth Advisers LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$1,00080.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders