SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 274 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,829 | -24.8% | 39,094 | -19.8% | 0.01% | -15.4% |
Q2 2023 | $3,761 | +2.1% | 48,726 | +0.8% | 0.01% | -13.3% |
Q1 2023 | $3,683 | +37.0% | 48,350 | +33.5% | 0.02% | +50.0% |
Q4 2022 | $2,689 | -99.9% | 36,228 | -1.9% | 0.01% | -9.1% |
Q3 2022 | $2,480,000 | -54.3% | 36,931 | -50.3% | 0.01% | -56.0% |
Q2 2022 | $5,427,000 | -9.4% | 74,274 | +3.3% | 0.02% | -3.8% |
Q1 2022 | $5,989,000 | +47.0% | 71,867 | +49.4% | 0.03% | +62.5% |
Q4 2021 | $4,075,000 | +3.3% | 48,100 | -0.1% | 0.02% | -5.9% |
Q3 2021 | $3,945,000 | -17.2% | 48,136 | -13.4% | 0.02% | -19.0% |
Q2 2021 | $4,765,000 | +4.4% | 55,598 | -0.1% | 0.02% | -4.5% |
Q1 2021 | $4,563,000 | +27.7% | 55,651 | +3.1% | 0.02% | +29.4% |
Q4 2020 | $3,572,000 | +1157.7% | 53,959 | +675.1% | 0.02% | +750.0% |
Q1 2020 | $284,000 | -37.6% | 6,962 | +0.5% | 0.00% | -33.3% |
Q4 2019 | $455,000 | +8.1% | 6,927 | +0.8% | 0.00% | 0.0% |
Q3 2019 | $421,000 | – | 6,872 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
LPWM LLC | 61,512 | $4,042,000 | 3.74% |