Topel & Distasi Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$630,342
-4.8%
8,6030.0%0.33%
-0.9%
Q2 2023$662,087
+4.4%
8,6030.0%0.33%
+0.6%
Q1 2023$634,471
+2.1%
8,6030.0%0.33%
-4.9%
Q4 2022$621,4818,6030.35%
Other shareholders
SPDR SER TR shareholders Q3 2023
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