True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$529,726
+2.2%
6,3040.0%0.22%
-7.5%
Q4 2022$518,2526,3040.24%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 124,695$10,251,1659.66%
Wall Capital Group, Inc. 53,260$4,596,3056.35%
Aspire Capital Advisors LLC 108,826$8,946,6065.09%
Atlas Private Wealth Advisors 104,528$8,593,2644.58%
RVW Wealth, LLC 319,899$26,298,8743.35%
Ironwood Wealth Management, LLC. 67,230$5,526,9782.31%
Mitsubishi UFJ Asset Management (UK) Ltd. 39,500$3,2472.27%
AFFINIA FINANCIAL GROUP, LLC 29,157$2,487,3532.12%
Montz Harcus Wealth Management LLC 22,509$1,850,4411.84%
Carr Financial Group Corp 41,243$3,390,5661.78%
View complete list of SPDR SER TR shareholders