PFG Private Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PFG Private Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,905
-4.8%
260.0%0.00%0.0%
Q2 2023$2,001
+4.3%
260.0%0.00%0.0%
Q1 2023$1,918
+63833.3%
26
-27.8%
0.00%
-50.0%
Q4 2022$3
-99.8%
360.0%0.00%
+100.0%
Q3 2022$2,000
-85.7%
36
-82.3%
0.00%
-87.5%
Q2 2022$14,000
-33.3%
203
-19.8%
0.01%
-27.3%
Q1 2022$21,000
-32.3%
253
-25.4%
0.01%
-31.2%
Q4 2021$31,000
-96.9%
339
-97.1%
0.02%
-97.3%
Q3 2021$1,003,000
+8.8%
11,517
+10.9%
0.59%
-1.8%
Q2 2021$922,000
+8.3%
10,384
+4.7%
0.60%
+2.2%
Q1 2021$851,000
-26.3%
9,915
-34.4%
0.58%
-33.8%
Q4 2020$1,154,000
+38.7%
15,109
+7.1%
0.88%
+21.9%
Q3 2020$832,000
+1.3%
14,102
-2.4%
0.72%
-6.2%
Q2 2020$821,000
+25.5%
14,455
+2.1%
0.77%
+9.8%
Q1 2020$654,000
-19.8%
14,158
+12.1%
0.70%
-3.3%
Q4 2019$815,00012,6290.73%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 317,950$22,415,0007.44%
Forbes Financial Planning, Inc. 66,910$4,707,0006.75%
DENVER WEALTH MANAGEMENT, INC. 60,657$4,276,0004.47%
AIRE ADVISORS, LLC 167,106$11,785,0004.20%
ERTS Wealth Advisors, LLC 186,902$13,177,0003.74%
Clarus Wealth Advisors 72,633$5,170,0003.64%
Rodgers & Associates, LTD 293,508$20,692,0003.55%
NorthRock Partners, LLC 460,248$32,447,0003.37%
FAS Wealth Partners, Inc. 445,865$31,433,0003.31%
Financial Planning & Information Services, Inc. 182,221$12,847,0003.13%
View complete list of SPDR SER TR shareholders