Sterling Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 360 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$145,000
+11.5%
1,664
+13.3%
0.09%
+9.5%
Q2 2021$130,000
+2.4%
1,469
-0.7%
0.08%
-7.7%
Q1 2021$127,000
+9.5%
1,479
-2.3%
0.09%
-2.2%
Q4 2020$116,0001,5140.09%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 104,052$8,933,8827.02%
Optimist Retirement Group LLC 122,905$10,552,6345.55%
Kades & Cheifetz LLC 101,831$8,743,2035.50%
Rodgers & Associates, LTD 397,543$34,133,0394.39%
AIRE ADVISORS, LLC 221,197$18,969,8984.33%
ERTS Wealth Advisors, LLC 223,411$19,182,0833.86%
HRC WEALTH MANAGEMENT, LLC 61,242$5,258,2673.60%
Shakespeare Wealth Management, LLC 143,810$12,347,5303.57%
Leslie Global Wealth, LLC 70,600$6,061,7163.54%
BALANCED WEALTH GROUP LLC 301,155$7,753,0713.53%
View complete list of SPDR SER TR shareholders