SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 83 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |