Bernardo Wealth Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 275 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$447,000
+7.5%
6,8050.0%0.27%
-10.0%
Q3 2019$416,000
-5.7%
6,805
-6.4%
0.30%
-12.8%
Q2 2019$441,000
+6.5%
7,270
+5.8%
0.34%
+5.2%
Q1 2019$414,000
+18.3%
6,870
+5.6%
0.33%
+5.8%
Q4 2018$350,0006,5040.31%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
TMFS HOLDINGS LLC 800,898$74,379,00011.18%
Krilogy Financial LLC 84,507$7,848,0007.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 132,050$12,263,0003.11%
Moisand Fitzgerald Tamayo, LLC 20,259$1,881,0001.62%
Bernicke Wealth Management, Ltd. 12,826$1,191,0001.15%
Tradewinds Capital Management, LLC 15,946$1,481,0001.07%
Kalos Management, Inc. 14,040$1,304,0000.97%
Asset Dedication, LLC 14,733$1,368,0000.90%
Traynor Capital Management, Inc. 13,380$1,242,0000.89%
Advisors Preferred, LLC 14,642$1,361,0000.74%
View complete list of SPDR SER TR shareholders