Summit Financial, LLC - 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
Summit Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$467,568
-4.8%
6,3810.0%0.04%
-2.8%
Q2 2023$491,100
+5.4%
6,381
+1.0%
0.04%
-12.2%
Q1 2023$465,805
+2.1%
6,3160.0%0.04%
-4.7%
Q4 2022$456,268
-99.9%
6,3160.0%0.04%
+4.9%
Q3 2022$430,246,000
-3.4%
6,3160.0%0.04%
-2.4%
Q2 2022$445,278,000
-15.9%
6,3160.0%0.04%
+2.4%
Q1 2022$529,470,000
-9.7%
6,3160.0%0.04%
-8.9%
Q4 2021$586,251,000
+6.5%
6,3160.0%0.04%
-4.3%
Q3 2021$550,250,0006,3160.05%
Other shareholders
SPDR SER TR shareholders Q3 2021
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, LLC 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