SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 56 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,987,000 | -5.1% | 19,420 | +2.2% | 0.00% | -50.0% |
| Q2 2014 | $2,094,000 | -6.3% | 18,996 | -8.1% | 0.00% | 0.0% |
| Q1 2014 | $2,235,000 | +2.8% | 20,678 | +1.2% | 0.00% | 0.0% |
| Q4 2013 | $2,175,000 | +8.5% | 20,431 | +0.0% | 0.00% | 0.0% |
| Q3 2013 | $2,005,000 | +13.9% | 20,430 | +3.1% | 0.00% | 0.0% |
| Q2 2013 | $1,761,000 | – | 19,814 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |