Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,576,869
-1.8%
48,818
+3.2%
0.14%
+1.5%
Q2 2023$3,642,303
+6.8%
47,327
+2.3%
0.13%
+0.8%
Q1 2023$3,410,972
+215511.4%
46,250
+111.1%
0.13%
+49.4%
Q4 2022$1,582
-91.2%
21,906
+8043.5%
0.09%
+8800.0%
Q3 2022$18,000
-99.5%
269
-99.4%
0.00%
-99.3%
Q2 2022$3,296,000
-3.0%
46,755
+15.4%
0.14%
+49.5%
Q1 2022$3,397,000
+4.6%
40,524
+15.8%
0.09%
+26.4%
Q4 2021$3,248,000
+4.6%
34,987
-1.8%
0.07%
-12.2%
Q3 2021$3,105,000
-0.7%
35,644
+1.2%
0.08%
-3.5%
Q2 2021$3,127,000
+52.3%
35,220
-37.4%
0.08%
+54.5%
Q1 2021$2,053,00056,2330.06%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
SHAKESPEARE WEALTH MANAGEMENT, INC. 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders