BARRETT & COMPANY, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,790,531
-5.3%
51,733
-0.5%
2.23%
-3.8%
Q2 2023$4,003,011
+3.2%
52,014
-1.1%
2.32%
-5.6%
Q1 2023$3,879,985
+0.7%
52,610
-1.4%
2.46%
-3.5%
Q4 2022$3,854,3530.0%53,3550.0%2.55%0.0%
Q3 2022$3,854,35353,3552.55%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Clarus Wealth Advisors 127,769$11,101,0006.95%
ERTS Wealth Advisors, LLC 208,844$17,929,0005.31%
Tradewinds Capital Management, LLC 265,718$22,812,0004.54%
NorthRock Partners, LLC 520,839$44,714,0004.07%
FAS Wealth Partners, Inc. 444,792$38,185,0003.98%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 71,302$6,121,0003.30%
Rodgers & Associates, LTD 225,589$19,367,0003.30%
KWB Wealth 173,217$14,871,0002.84%
Redwood Investment Management, LLC 173,343$14,881,0002.82%
SHAKESPEARE WEALTH MANAGEMENT, INC. 76,954$6,606,0002.72%
View complete list of SPDR SER TR shareholders