Corient Private Wealth 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
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,708,516
-4.3%
106,516
+2.1%
0.02%
-5.3%
Q2 2023$8,055,552
-1.8%
104,360
-3.1%
0.02%
-13.6%
Q1 2023$8,206,106
+126.8%
107,720
+120.9%
0.02%
+69.2%
Q4 2022$3,618,91348,7590.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRIGGS ADVISORY GROUP, INC. 274,575$22,880,00015.19%
Financial Planning & Information Services, Inc. 539,341$44,943,00010.04%
N.E.W. Advisory Services LLC 592,583$48,563,0009.20%
Carter Financial Group, INC. 72,972$6,081,0008.15%
Morton Brown Family Wealth, LLC 107,515$8,959,0006.77%
Capasso Planning Partners LLC 107,967$8,997,0006.35%
Northern Capital Management, Inc. 91,554$7,629,0006.24%
ERTS Wealth Advisors, LLC 251,427$20,951,0005.86%
Goelzer Investment Management, Inc. 721,289$60,105,0005.20%
Hamilton Capital, LLC 960,720$80,057,0005.14%
View complete list of SPDR SER TR shareholders