SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 47 filers reported holding SPDR SER TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $860,000 | +37.8% | 7,226 | +24.2% | 0.03% | +33.3% |
| Q3 2016 | $624,000 | +29.5% | 5,817 | +20.8% | 0.02% | +23.5% |
| Q2 2016 | $482,000 | +52.5% | 4,815 | +48.4% | 0.02% | +30.8% |
| Q1 2016 | $316,000 | +32.8% | 3,245 | +26.8% | 0.01% | +18.2% |
| Q4 2015 | $238,000 | +8.7% | 2,559 | +10.3% | 0.01% | -35.3% |
| Q3 2015 | $219,000 | +24.4% | 2,321 | +40.2% | 0.02% | +30.8% |
| Q2 2015 | $176,000 | +117.3% | 1,656 | +118.8% | 0.01% | +116.7% |
| Q1 2015 | $81,000 | +20.9% | 757 | +19.2% | 0.01% | -14.3% |
| Q4 2014 | $67,000 | +15.5% | 635 | +12.0% | 0.01% | 0.0% |
| Q3 2014 | $58,000 | +18.4% | 567 | +28.9% | 0.01% | 0.0% |
| Q2 2014 | $49,000 | -38.8% | 440 | -40.5% | 0.01% | +16.7% |
| Q1 2014 | $80,000 | +150.0% | 740 | +142.6% | 0.01% | +20.0% |
| Q4 2013 | $32,000 | +1500.0% | 305 | +1120.0% | 0.01% | – |
| Q3 2013 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2013 | $2,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |