GoalVest Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$14,000
-99.6%
192
-99.5%
0.01%
-99.5%
Q1 2022$3,116,00037,3951.76%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 566,032$23,128,00012.02%
Larson Financial Group LLC 263,280$10,758,0006.73%
NORTHWEST WEALTH MANAGEMENT, LLC 108,619$4,438,0004.49%
ERTS Wealth Advisors, LLC 225,319$9,207,0004.46%
Moisand Fitzgerald Tamayo, LLC 134,283$5,487,0003.58%
Financial Strategies Group, Inc. 92,219$3,768,0003.41%
LPWM LLC 75,447$3,083,0003.36%
Evensky & Katz LLC 505,999$20,675,0003.25%
NorthRock Partners, LLC 563,758$23,035,0003.23%
MANAGED ACCOUNT SERVICES INC 172,334$6,378,0003.09%
View complete list of SPDR SER TR shareholders