Kozak & Associates, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,608
-6.3%
640.0%0.00%0.0%
Q2 2023$4,916
+4.7%
640.0%0.00%0.0%
Q1 2023$4,695
+93800.0%
640.0%0.00%0.0%
Q4 2022$5
-99.9%
640.0%0.00%
-33.3%
Q3 2022$4,0000.0%640.0%0.00%0.0%
Q2 2022$4,000
-20.0%
64
-1.5%
0.00%0.0%
Q1 2022$5,0000.0%650.0%0.00%0.0%
Q4 2021$5,000
-16.7%
650.0%0.00%
-25.0%
Q3 2021$6,000650.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Invst, LLC 66,584$15,130,0009.72%
Capital Directions Investment Advisors, LLC 102,614$23,866,0007.50%
FAS Wealth Partners, Inc. 106,317$24,727,0007.13%
MCIA Inc 23,552$5,478,0005.94%
Tiller Private Wealth, Inc. 25,022$5,820,0004.18%
PACIFIC SUN FINANCIAL CORP 13,390$3,114,0004.11%
MFA WEALTH ADVISORS, LLC 19,799$4,698,0003.54%
Harborview Advisors, LLC 14,444$3,359,0003.19%
ACCURATE INVESTMENT SOLUTIONS, INC. 17,375$4,041,0003.06%
Krilogy Financial LLC 45,801$10,652,0002.54%
View complete list of SPDR SER TR shareholders