SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 78 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,508,000 | -5.6% | 70,269 | -9.9% | 0.03% | -15.2% |
| Q3 2019 | $4,776,000 | -36.8% | 77,957 | -37.4% | 0.03% | -40.0% |
| Q2 2019 | $7,551,000 | +33.2% | 124,433 | +32.4% | 0.06% | +27.9% |
| Q1 2019 | $5,671,000 | +17.0% | 93,976 | +4.5% | 0.04% | -2.3% |
| Q4 2018 | $4,847,000 | -23.9% | 89,914 | -3.7% | 0.04% | -17.0% |
| Q3 2018 | $6,373,000 | +37.3% | 93,370 | +148.3% | 0.05% | +23.3% |
| Q2 2018 | $4,643,000 | 0.0% | 37,610 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,643,000 | +5.7% | 37,610 | +7.7% | 0.04% | +2.4% |
| Q4 2017 | $4,391,000 | +18.4% | 34,933 | +19.0% | 0.04% | +5.0% |
| Q3 2017 | $3,710,000 | +12.9% | 29,349 | +6.6% | 0.04% | +2.6% |
| Q2 2017 | $3,286,000 | +27.8% | 27,544 | +26.4% | 0.04% | +18.2% |
| Q1 2017 | $2,571,000 | +3.7% | 21,783 | +4.5% | 0.03% | -2.9% |
| Q4 2016 | $2,480,000 | +30.9% | 20,838 | +18.0% | 0.03% | +21.4% |
| Q3 2016 | $1,894,000 | -29.2% | 17,662 | -33.9% | 0.03% | -34.9% |
| Q2 2016 | $2,674,000 | -12.5% | 26,723 | -14.7% | 0.04% | -20.4% |
| Q1 2016 | $3,055,000 | -10.8% | 31,321 | -15.1% | 0.05% | -14.3% |
| Q4 2015 | $3,426,000 | +5.4% | 36,894 | +7.2% | 0.06% | -6.0% |
| Q3 2015 | $3,249,000 | -9.1% | 34,401 | +2.2% | 0.07% | +1.5% |
| Q2 2015 | $3,573,000 | +40.8% | 33,663 | +42.2% | 0.07% | +34.7% |
| Q1 2015 | $2,537,000 | +379.6% | 23,681 | +373.0% | 0.05% | +308.3% |
| Q4 2014 | $529,000 | +385.3% | 5,007 | +369.7% | 0.01% | +300.0% |
| Q3 2014 | $109,000 | +28.2% | 1,066 | +37.5% | 0.00% | +50.0% |
| Q2 2014 | $85,000 | +1.2% | 775 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $84,000 | +10.5% | 775 | +9.0% | 0.00% | 0.0% |
| Q4 2013 | $76,000 | 0.0% | 711 | -8.7% | 0.00% | -33.3% |
| Q3 2013 | $76,000 | +10.1% | 779 | 0.0% | 0.00% | +50.0% |
| Q2 2013 | $69,000 | – | 779 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 280,272 | $20,283,260 | 18.74% |
| Michael S. Ryan, Inc. | 152,903 | $10,379,069 | 9.90% |
| BRIGGS ADVISORY GROUP, INC. | 233,591 | $16,904,965 | 9.68% |
| Financial Planning & Information Services, Inc. | 628,733 | $45,501,384 | 8.47% |
| Morton Brown Family Wealth, LLC | 164,164 | $11,880,522 | 6.07% |
| RESTON WEALTH MANAGEMENT LLC | 146,617 | $10,610,695 | 5.36% |
| Capasso Planning Partners LLC | 134,295 | $9,718,909 | 5.20% |
| New Hampshire Trust | 251,539 | $18,203,877 | 4.95% |
| Melone Private Wealth, LLC | 94,280 | $6,823,034 | 4.88% |
| CarsonAllaria Wealth Management, Ltd. | 73,328 | $5,306,753 | 4.31% |