Corient Private Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 150,574$11,720,65310.83%
BRIGGS ADVISORY GROUP, INC. 234,848$18,127,93510.12%
Financial Planning & Information Services, Inc. 636,859$49,159,1229.07%
Compass Ion Advisors, LLC 311,686$24,059,0206.11%
Morton Brown Family Wealth, LLC 147,632$11,395,7006.08%
RESTON WEALTH MANAGEMENT LLC 156,809$12,104,0775.76%
Capasso Planning Partners LLC 127,858$9,869,3485.31%
Goelzer Investment Management, Inc. 795,249$61,385,2675.20%
New Hampshire Trust 250,671$19,349,2945.03%
Melone Private Wealth, LLC 87,881$6,783,5174.79%
View complete list of SPDR SER TR shareholders