GREAT VALLEY ADVISOR GROUP, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$781,597
-5.0%
10,663
-0.3%
0.03%
-5.9%
Q2 2023$823,152
+4.8%
10,700
+0.5%
0.03%
-8.1%
Q1 2023$785,203
+1.4%
10,651
-0.6%
0.04%
-7.5%
Q4 2022$774,062
-24.7%
10,711
-29.0%
0.04%
-31.0%
Q3 2022$1,028,000
-11.4%
15,084
-8.3%
0.06%
-9.4%
Q2 2022$1,160,000
-10.3%
16,451
+11.8%
0.06%
-14.7%
Q1 2022$1,293,000
+11.2%
14,718
+13.8%
0.08%
+4.2%
Q4 2021$1,163,000
+1.9%
12,931
-1.3%
0.07%
-8.9%
Q3 2021$1,141,000
+5.2%
13,095
+5.3%
0.08%
-1.2%
Q2 2021$1,085,000
+16.0%
12,434
+14.3%
0.08%
-11.1%
Q1 2021$935,000
+22.5%
10,881
+8.8%
0.09%
+13.9%
Q4 2020$763,000
+39.5%
10,001
+7.9%
0.08%
+17.9%
Q3 2020$547,000
+3.4%
9,270
-0.5%
0.07%
-23.0%
Q2 2020$529,000
-45.7%
9,317
-38.4%
0.09%
-59.9%
Q4 2019$975,000
+7.1%
15,119
-1.3%
0.22%
-1.4%
Q3 2019$910,000
-1.2%
15,317
+1.2%
0.22%
-4.8%
Q2 2019$921,00015,1370.23%
Other shareholders
SPDR SER TR shareholders Q4 2020
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, INC. 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