Laidlaw Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,119,443
-24.6%
28,926
-20.8%
0.70%
+27.5%
Q2 2023$2,809,916
-2.7%
36,511
-6.8%
0.55%
-6.8%
Q1 2023$2,888,508
+0.3%
39,166
-1.7%
0.59%
-4.4%
Q4 2022$2,878,863
+6.5%
39,851
+0.4%
0.62%
-2.4%
Q3 2022$2,703,000
-2.2%
39,674
+1.2%
0.63%
+12.3%
Q2 2022$2,764,000
-19.7%
39,202
-4.5%
0.56%
-1.9%
Q1 2022$3,440,000
-1.5%
41,030
+9.1%
0.57%
+2.9%
Q4 2021$3,492,000
+6.4%
37,616
-0.2%
0.56%
-33.7%
Q3 2021$3,283,000
-7.8%
37,679
-6.1%
0.84%
-8.4%
Q2 2021$3,562,000
+21.2%
40,130
+17.2%
0.92%
-8.5%
Q1 2021$2,939,000
-1.7%
34,240
-12.6%
1.00%
+59.4%
Q4 2020$2,991,000
+25.8%
39,167
-2.7%
0.63%
-40.3%
Q3 2020$2,377,000
+12.7%
40,260
+8.4%
1.06%
-4.1%
Q2 2020$2,109,000
+24.1%
37,140
+1.0%
1.10%
-1.1%
Q1 2020$1,699,000
+26.4%
36,787
+76.6%
1.11%
+31.1%
Q4 2019$1,344,00020,8330.85%
Other shareholders
SPDR SER TR shareholders Q1 2022
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