WILLNER & HELLER, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$261,940
+11.9%
3,529
+1.3%
0.37%
-1.6%
Q3 2022$234,000
-6.8%
3,485
+0.5%
0.38%
-3.1%
Q2 2022$251,000
-14.0%
3,468
+0.6%
0.39%
+8.6%
Q1 2022$292,000
+4.3%
3,448
+0.9%
0.36%
-3.5%
Q4 2021$280,0003,4180.37%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders