Cornerstone Planning Group LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Planning Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$28,297
-47.3%
391
-43.7%
0.01%
-47.6%
Q2 2023$53,647
-56.8%
695
-56.1%
0.02%
-59.6%
Q4 2022$124,0911,5840.05%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders