Parcion Private Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$830,132
+2.2%
9,8790.0%0.09%
-1.1%
Q4 2022$812,153
+8.6%
9,8790.0%0.09%
+4.8%
Q3 2022$748,000
-30.4%
9,879
-22.5%
0.08%
-20.8%
Q2 2022$1,074,00012,7500.11%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 136,266$10,912,00010.35%
Wall Capital Group, Inc. 157,297$12,801,0008.88%
RVW Wealth, LLC 330,051$26,430,0003.54%
Atlas Private Wealth Advisors 71,843$5,753,0003.45%
Montz Harcus Wealth Management LLC 22,496$1,801,0001.90%
Gerber Kawasaki Wealth & Investment Management 240,087$19,175,0001.82%
IFG Advisors, LLC 44,041$3,527,0001.78%
OneDigital Investment Advisors LLC 516,764$41,382,0001.78%
DIXON HUBARD FEINOUR & BROWN INC/VA 167,105$13,382,0001.59%
DEFINED WEALTH MANAGEMENT, LLC 17,733$1,420,0001.46%
View complete list of SPDR SER TR shareholders