626 Financial, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
626 Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$245,045
-6.2%
3,3860.0%0.17%
-0.6%
Q2 2023$261,365
+1.3%
3,3860.0%0.17%
-2.3%
Q1 2023$257,946
+3.7%
3,386
+1.0%
0.17%
-1.2%
Q4 2022$248,7113,3510.17%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders