CAPSTONE WEALTH MANAGEMENT GROUP, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 513 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$217,416
-5.0%
2,776
+0.7%
0.14%
-13.4%
Q1 2024$228,807
+6.8%
2,758
+7.2%
0.16%
-19.2%
Q4 2023$214,244
-23.2%
2,572
-21.9%
0.20%
-10.6%
Q4 2021$279,0003,2930.23%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 394,578$23,793,00010.59%
Invst, LLC 211,509$12,949,0006.49%
Larson Financial Group LLC 129,186$7,790,0006.17%
SCHRODERS IS Ltd 1,329,440$80,165,0004.33%
Clarus Wealth Advisors 93,488$5,637,0004.22%
Mokosak Advisory Group, LLC 92,110$5,557,0003.87%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,027,985$64,591,0003.65%
Moisand Fitzgerald Tamayo, LLC 103,835$6,261,0003.48%
Centerpoint Advisors, LLC 60,954$3,676,0003.12%
BKS ADVISORS, LLC 128,358$7,740,0003.12%
View complete list of SPDR SER TR shareholders