SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 70 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $7,358,000 | +12.8% | 56,562 | +6.8% | 0.04% | +7.3% |
| Q2 2017 | $6,525,000 | +4.4% | 52,982 | +2.8% | 0.04% | -2.4% |
| Q1 2017 | $6,252,000 | +8.6% | 51,538 | +8.2% | 0.04% | -2.3% |
| Q4 2016 | $5,758,000 | +16.2% | 47,653 | +7.3% | 0.04% | +10.3% |
| Q3 2016 | $4,955,000 | +8.9% | 44,426 | +2.0% | 0.04% | +2.6% |
| Q2 2016 | $4,548,000 | +5.9% | 43,546 | +2.7% | 0.04% | 0.0% |
| Q1 2016 | $4,293,000 | +5.4% | 42,404 | +3.0% | 0.04% | -2.6% |
| Q4 2015 | $4,074,000 | +94.6% | 41,155 | +91.7% | 0.04% | +77.3% |
| Q3 2015 | $2,094,000 | -0.9% | 21,463 | +10.1% | 0.02% | +4.8% |
| Q2 2015 | $2,113,000 | +75.2% | 19,493 | +75.7% | 0.02% | +61.5% |
| Q1 2015 | $1,206,000 | +34.3% | 11,096 | +29.2% | 0.01% | +30.0% |
| Q4 2014 | $898,000 | +36.7% | 8,590 | +28.4% | 0.01% | +25.0% |
| Q3 2014 | $657,000 | +5.8% | 6,689 | +13.3% | 0.01% | 0.0% |
| Q2 2014 | $621,000 | +10.3% | 5,905 | +9.0% | 0.01% | 0.0% |
| Q1 2014 | $563,000 | +20.8% | 5,418 | +19.3% | 0.01% | +14.3% |
| Q4 2013 | $466,000 | -10.2% | 4,540 | -16.2% | 0.01% | -12.5% |
| Q3 2013 | $519,000 | +59.7% | 5,418 | +44.9% | 0.01% | +33.3% |
| Q2 2013 | $325,000 | – | 3,739 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |