Grey Fox Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Grey Fox Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$962,978
-69.1%
9,737
-67.7%
0.48%
-69.9%
Q2 2023$3,117,885
+13.2%
30,185
+15.2%
1.60%
-1.4%
Q1 2023$2,755,431
-6.0%
26,210
-3.8%
1.63%
-15.9%
Q4 2022$2,931,92827,2361.94%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 78,042$7,718,3425.13%
Johnson & White Wealth Management, LLC 18,334$1,8131.64%
AdvisorNet Financial, Inc 62,880$6,218,8120.56%
IAG Wealth Partners, LLC 19,408$1,919,4470.54%
COWA, LLC 7,991$790,3420.53%
Grey Fox Wealth Advisors, LLC 9,737$962,9780.48%
HF Advisory Group, LLC 5,728$566,5820.42%
Congress Wealth Management LLC / DE / 168,796$16,693,9440.34%
Marshall Financial Group LLC 9,391$928,7700.34%
DOHJ, LLC 6,141$601,0340.27%
View complete list of SPDR SER TR shareholders