Sterling Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 433 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 ↓
TMFS HOLDINGS LLC 800,898$74,379,00011.18%
Krilogy Financial LLC 84,507$7,848,0007.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 132,050$12,263,0003.11%
Moisand Fitzgerald Tamayo, LLC 20,259$1,881,0001.62%
Bernicke Wealth Management, Ltd. 12,826$1,191,0001.15%
Tradewinds Capital Management, LLC 15,946$1,481,0001.07%
Kalos Management, Inc. 14,040$1,304,0000.97%
Asset Dedication, LLC 14,733$1,368,0000.90%
Traynor Capital Management, Inc. 13,380$1,242,0000.89%
Advisors Preferred, LLC 14,642$1,361,0000.74%
View complete list of SPDR SER TR shareholders