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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,923,000 | +8.8% | 46,870 | +2.7% | 0.04% | 0.0% |
| Q2 2017 | $5,443,000 | +79.3% | 45,631 | +77.4% | 0.04% | +75.0% |
| Q1 2017 | $3,035,000 | +13.2% | 25,715 | +14.1% | 0.02% | 0.0% |
| Q4 2016 | $2,682,000 | +31.5% | 22,532 | +18.4% | 0.02% | +25.0% |
| Q3 2016 | $2,040,000 | +21.0% | 19,023 | +12.9% | 0.02% | +14.3% |
| Q2 2016 | $1,686,000 | +16.7% | 16,850 | +13.7% | 0.01% | +7.7% |
| Q1 2016 | $1,445,000 | +28.6% | 14,818 | +22.4% | 0.01% | +18.2% |
| Q4 2015 | $1,124,000 | +10.2% | 12,108 | +12.1% | 0.01% | 0.0% |
| Q3 2015 | $1,020,000 | -9.6% | 10,803 | +1.6% | 0.01% | 0.0% |
| Q2 2015 | $1,128,000 | -3.3% | 10,630 | -2.3% | 0.01% | -8.3% |
| Q1 2015 | $1,166,000 | +1.3% | 10,882 | -0.1% | 0.01% | -7.7% |
| Q4 2014 | $1,151,000 | +1.6% | 10,888 | -1.7% | 0.01% | -7.1% |
| Q3 2014 | $1,133,000 | -7.0% | 11,075 | +0.2% | 0.01% | -6.7% |
| Q2 2014 | $1,218,000 | +0.2% | 11,050 | -1.7% | 0.02% | -11.8% |
| Q1 2014 | $1,215,000 | +1.5% | 11,243 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $1,197,000 | +23.1% | 11,243 | +13.5% | 0.02% | +6.2% |
| Q3 2013 | $972,000 | +1.6% | 9,907 | -8.0% | 0.02% | -5.9% |
| Q2 2013 | $957,000 | – | 10,764 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGGS ADVISORY GROUP, INC. | 274,575 | $22,880,000 | 15.19% |
| Financial Planning & Information Services, Inc. | 539,341 | $44,943,000 | 10.04% |
| N.E.W. Advisory Services LLC | 592,583 | $48,563,000 | 9.20% |
| Carter Financial Group, INC. | 72,972 | $6,081,000 | 8.15% |
| Morton Brown Family Wealth, LLC | 107,515 | $8,959,000 | 6.77% |
| Capasso Planning Partners LLC | 107,967 | $8,997,000 | 6.35% |
| Northern Capital Management, Inc. | 91,554 | $7,629,000 | 6.24% |
| ERTS Wealth Advisors, LLC | 251,427 | $20,951,000 | 5.86% |
| Goelzer Investment Management, Inc. | 721,289 | $60,105,000 | 5.20% |
| Hamilton Capital, LLC | 960,720 | $80,057,000 | 5.14% |