TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$207,622
+2.2%
2,471
+0.0%
0.11%
+4.9%
Q4 2022$203,075
+8.6%
2,470
+0.0%
0.10%
-2.9%
Q3 2022$187,000
-5.6%
2,4690.0%0.10%
+2.9%
Q2 2022$198,000
-14.3%
2,469
+0.0%
0.10%
-9.7%
Q1 2022$231,000
-5.7%
2,4680.0%0.11%
-3.4%
Q4 2021$245,000
+4.7%
2,468
+0.0%
0.12%
-5.6%
Q3 2021$234,000
-2.9%
2,467
+0.0%
0.12%
-7.5%
Q2 2021$241,000
+3.9%
2,4660.0%0.13%
-6.9%
Q1 2021$232,000
+18.4%
2,466
+0.0%
0.14%
+9.9%
Q4 2020$196,000
+30.7%
2,4650.0%0.13%
+7.4%
Q3 2020$150,000
+3.4%
2,465
+0.0%
0.12%
+4.3%
Q2 2020$145,000
+21.8%
2,4640.0%0.12%
-4.1%
Q1 2020$119,000
-33.1%
2,464
+0.0%
0.12%
-15.3%
Q4 2019$178,0002,4630.14%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 89,607$7,127,0007.77%
Wall Capital Group, Inc. 229,070$18,220,0007.17%
Affinity Capital Advisors, LLC 95,635$7,607,0003.09%
RVW Wealth, LLC 245,445$20,000,0002.93%
OLD DOMINION CAPITAL MANAGEMENT INC 144,029$11,456,0002.85%
Ferguson Shapiro LLC 43,243$3,440,0002.56%
BCGM Wealth Management, LLC 34,683$3,202,0002.27%
OneDigital Investment Advisors LLC 403,172$32,068,0001.67%
Crestwood Advisors Group, LLC 528,178$42,011,0001.38%
Ironwood Wealth Management, LLC. 27,485$2,186,0001.36%
View complete list of SPDR SER TR shareholders