Cherry Tree Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 369 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cherry Tree Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$10,132
-1.6%
1180.0%0.00%0.0%
Q1 2024$10,294
+4.3%
1180.0%0.00%0.0%
Q4 2023$9,869
+14.1%
1180.0%0.00%0.0%
Q3 2023$8,646
-4.8%
1180.0%0.00%0.0%
Q2 2023$9,0821180.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 104,052$8,933,8827.02%
Optimist Retirement Group LLC 122,905$10,552,6345.55%
Kades & Cheifetz LLC 101,831$8,743,2035.50%
Rodgers & Associates, LTD 397,543$34,133,0394.39%
AIRE ADVISORS, LLC 221,197$18,969,8984.33%
ERTS Wealth Advisors, LLC 223,411$19,182,0833.86%
HRC WEALTH MANAGEMENT, LLC 61,242$5,258,2673.60%
Shakespeare Wealth Management, LLC 143,810$12,347,5303.57%
Leslie Global Wealth, LLC 70,600$6,061,7163.54%
BALANCED WEALTH GROUP LLC 301,155$7,753,0713.53%
View complete list of SPDR SER TR shareholders