SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 71 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,798,000 | +39.3% | 14,876 | +28.5% | 0.06% | +31.8% |
| Q3 2016 | $1,291,000 | +13.7% | 11,577 | +6.5% | 0.04% | +7.3% |
| Q2 2016 | $1,135,000 | +40.6% | 10,869 | +36.3% | 0.04% | +20.6% |
| Q1 2016 | $807,000 | +34.9% | 7,974 | +32.0% | 0.03% | +25.9% |
| Q4 2015 | $598,000 | +333.3% | 6,041 | +327.5% | 0.03% | +145.5% |
| Q3 2015 | $138,000 | +20.0% | 1,413 | +33.2% | 0.01% | +37.5% |
| Q2 2015 | $115,000 | -28.1% | 1,061 | -27.9% | 0.01% | -27.3% |
| Q1 2015 | $160,000 | +79.8% | 1,471 | +72.7% | 0.01% | +10.0% |
| Q4 2014 | $89,000 | +9.9% | 852 | +3.8% | 0.01% | 0.0% |
| Q3 2014 | $81,000 | -23.6% | 821 | -18.8% | 0.01% | -28.6% |
| Q2 2014 | $106,000 | -53.1% | 1,011 | -53.6% | 0.01% | -12.5% |
| Q1 2014 | $226,000 | +148.4% | 2,178 | +146.1% | 0.02% | +14.3% |
| Q4 2013 | $91,000 | +15.2% | 885 | +7.5% | 0.01% | 0.0% |
| Q3 2013 | $79,000 | +33.9% | 823 | +21.0% | 0.01% | +16.7% |
| Q2 2013 | $59,000 | – | 680 | – | 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% |