Evensky & Katz LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$23,159
-7.2%
320,002
-1.0%
1.98%
+4.5%
Q2 2023$24,960
+0.4%
323,356
-0.9%
1.89%
-5.7%
Q1 2023$24,867
-1.1%
326,425
-3.7%
2.01%
-11.5%
Q4 2022$25,154
-99.9%
338,907
-1.2%
2.27%
-16.8%
Q3 2022$23,033,000
-8.3%
343,056
-1.1%
2.73%
-4.9%
Q2 2022$25,115,000
-14.6%
346,841
-1.7%
2.87%
-1.3%
Q1 2022$29,400,000
-3.3%
352,810
-1.7%
2.91%
-0.8%
Q4 2021$30,414,000
+1.8%
359,000
-1.5%
2.93%
-6.1%
Q3 2021$29,870,000
-6.8%
364,441
-2.5%
3.12%
-4.5%
Q2 2021$32,047,000
-2.0%
373,903
-6.2%
3.27%
-9.6%
Q1 2021$32,697,000
+14.8%
398,793
-7.3%
3.62%
+2.6%
Q4 2020$28,487,000
+29.9%
430,387
-1.7%
3.52%
+18.6%
Q3 2020$21,927,000
+2.2%
437,753
+0.3%
2.97%
-4.0%
Q2 2020$21,447,000
+3.7%
436,621
-13.7%
3.10%
-4.8%
Q1 2020$20,675,000
+196.4%
505,999
+376.7%
3.25%
+235.4%
Q4 2019$6,975,000
-8.4%
106,154
-14.6%
0.97%
-6.7%
Q3 2019$7,613,000
-17.0%
124,280
-17.8%
1.04%
-18.1%
Q2 2019$9,172,000
-53.1%
151,156
-53.4%
1.27%
-3.9%
Q1 2019$19,562,000
+212.9%
324,416
+179.3%
1.32%
+26.9%
Q4 2018$6,252,000
-10.6%
116,173
+13.4%
1.04%
+0.6%
Q3 2018$6,994,000
+2.4%
102,448
+0.2%
1.03%
-13.6%
Q2 2018$6,830,000
+8.4%
102,271
+100.4%
1.20%
+10.1%
Q1 2018$6,300,00051,0211.09%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 566,032$23,128,00012.02%
Larson Financial Group LLC 263,280$10,758,0006.73%
NORTHWEST WEALTH MANAGEMENT, LLC 108,619$4,438,0004.49%
ERTS Wealth Advisors, LLC 225,319$9,207,0004.46%
Moisand Fitzgerald Tamayo, LLC 134,283$5,487,0003.58%
Financial Strategies Group, Inc. 92,219$3,768,0003.41%
LPWM LLC 75,447$3,083,0003.36%
Evensky & Katz LLC 505,999$20,675,0003.25%
NorthRock Partners, LLC 563,758$23,035,0003.23%
MANAGED ACCOUNT SERVICES INC 172,334$6,378,0003.09%
View complete list of SPDR SER TR shareholders