Laidlaw Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,908,522
-1.1%
24,725
-2.4%
0.37%
-5.3%
Q1 2023$1,930,090
+1.5%
25,336
-1.1%
0.39%
-3.4%
Q4 2022$1,900,788
-1.2%
25,610
-10.6%
0.41%
-9.3%
Q3 2022$1,924,000
-7.1%
28,650
+0.2%
0.45%
+6.6%
Q2 2022$2,070,000
-13.9%
28,588
-0.9%
0.42%
+5.2%
Q1 2022$2,404,000
-4.8%
28,850
-3.2%
0.40%
-0.7%
Q4 2021$2,525,000
-2.4%
29,806
-5.6%
0.40%
-39.1%
Q3 2021$2,587,000
+4.1%
31,565
+8.9%
0.66%
+3.4%
Q2 2021$2,484,000
+13.2%
28,978
+8.3%
0.64%
-14.5%
Q1 2021$2,194,000
-14.0%
26,757
-30.6%
0.75%
+39.7%
Q4 2020$2,551,000
+52.1%
38,541
+15.1%
0.54%
-27.9%
Q3 2020$1,677,000
-15.5%
33,489
-17.1%
0.74%
-28.1%
Q2 2020$1,985,000
+20.1%
40,410
-0.1%
1.04%
-4.3%
Q1 2020$1,653,000
+20.6%
40,449
+93.9%
1.08%
+24.9%
Q4 2019$1,371,00020,8580.87%
Other shareholders
SPDR SER TR shareholders Q1 2022
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