TOBIAS FINANCIAL ADVISORS, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,529,643
-9.9%
20,877
-5.4%
0.40%
-12.4%
Q2 2023$1,697,792
+4.1%
22,061
-0.2%
0.46%
-4.2%
Q1 2023$1,630,725
+0.2%
22,112
-1.8%
0.48%
-10.7%
Q4 2022$1,627,381
+14.3%
22,527
+7.8%
0.54%
+6.6%
Q3 2022$1,424,000
-18.1%
20,906
-15.2%
0.50%
-14.0%
Q2 2022$1,739,000
+24.8%
24,665
+48.5%
0.58%
+21.4%
Q1 2022$1,393,000
-1.9%
16,615
+1.9%
0.48%
-9.4%
Q3 2021$1,420,000
-1.0%
16,299
+0.9%
0.53%
-6.5%
Q2 2021$1,434,000
+3.5%
16,151
+0.1%
0.57%
-3.2%
Q1 2021$1,385,000
+11.0%
16,134
-1.3%
0.59%
+2.8%
Q4 2020$1,248,000
+30.1%
16,346
+0.6%
0.57%
+8.6%
Q3 2020$959,000
+3.2%
16,250
-0.7%
0.53%
-3.7%
Q2 2020$929,000
+413.3%
16,360
+481.4%
0.55%
+370.7%
Q4 2019$181,0002,8140.12%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Invst, LLC 66,584$15,130,0009.72%
Capital Directions Investment Advisors, LLC 102,614$23,866,0007.50%
FAS Wealth Partners, Inc. 106,317$24,727,0007.13%
MCIA Inc 23,552$5,478,0005.94%
Tiller Private Wealth, Inc. 25,022$5,820,0004.18%
PACIFIC SUN FINANCIAL CORP 13,390$3,114,0004.11%
MFA WEALTH ADVISORS, LLC 19,799$4,698,0003.54%
Harborview Advisors, LLC 14,444$3,359,0003.19%
ACCURATE INVESTMENT SOLUTIONS, INC. 17,375$4,041,0003.06%
Krilogy Financial LLC 45,801$10,652,0002.54%
View complete list of SPDR SER TR shareholders