BRANDYWINE OAK PRIVATE WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$17,022,980
-7.8%
235,221
-1.7%
2.00%
-3.3%
Q2 2023$18,466,603
+6.6%
239,236
+5.3%
2.07%
+2.3%
Q1 2023$17,315,226
+9.6%
227,293
+6.7%
2.02%
+2.8%
Q4 2022$15,803,908
+17.9%
212,932
+6.6%
1.96%
+8.0%
Q3 2022$13,405,000
-2.8%
199,659
+4.8%
1.82%
+3.1%
Q2 2022$13,793,000
-12.7%
190,498
+0.4%
1.76%
-2.3%
Q1 2022$15,805,000
-4.0%
189,719
-2.5%
1.81%
+0.5%
Q4 2021$16,464,000
+6.9%
194,512
+3.6%
1.80%
+0.5%
Q3 2021$15,404,000
-2.9%
187,749
+1.4%
1.79%
-3.4%
Q2 2021$15,866,000
+15.5%
185,119
+10.4%
1.85%
-8.5%
Q1 2021$13,742,000
+73.2%
167,609
+39.8%
2.02%
+67.4%
Q4 2020$7,934,000
+119.4%
119,878
+66.0%
1.21%
+100.0%
Q3 2020$3,617,000
-3.1%
72,222
-4.9%
0.60%
-8.7%
Q2 2020$3,731,000
+21.0%
75,957
+0.7%
0.66%
+4.2%
Q1 2020$3,083,00075,4010.64%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders