Sterling Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$139,000
-4.1%
1,698
+0.3%
0.09%
-6.4%
Q2 2021$145,000
+2.1%
1,693
-2.3%
0.09%
-6.9%
Q1 2021$142,000
+22.4%
1,733
-1.3%
0.10%
+8.6%
Q4 2020$116,0001,7560.09%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders