Realta Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$171,3590.0%2,2200.0%0.04%
+5.4%
Q2 2023$171,359
-22.9%
2,220
-23.9%
0.04%
-31.5%
Q1 2023$222,292
+17.5%
2,918
+14.5%
0.05%
+17.4%
Q4 2022$189,216
+18.3%
2,549
+7.1%
0.05%
+9.5%
Q3 2022$160,0002,3800.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 150,574$11,720,65310.83%
BRIGGS ADVISORY GROUP, INC. 234,848$18,127,93510.12%
Financial Planning & Information Services, Inc. 636,859$49,159,1229.07%
Compass Ion Advisors, LLC 311,686$24,059,0206.11%
Morton Brown Family Wealth, LLC 147,632$11,395,7006.08%
RESTON WEALTH MANAGEMENT LLC 156,809$12,104,0775.76%
Capasso Planning Partners LLC 127,858$9,869,3485.31%
Goelzer Investment Management, Inc. 795,249$61,385,2675.20%
New Hampshire Trust 250,671$19,349,2945.03%
Melone Private Wealth, LLC 87,881$6,783,5174.79%
View complete list of SPDR SER TR shareholders