SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 61 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $75,593,000 | +5.0% | 775 | 0.0% | 0.05% | +8.3% |
| Q4 2015 | $71,974,000 | -1.7% | 775 | 0.0% | 0.05% | -11.1% |
| Q3 2015 | $73,191,000 | -10.7% | 775 | 0.0% | 0.05% | -5.3% |
| Q4 2014 | $81,949,000 | -17.4% | 775 | -13.9% | 0.06% | -19.7% |
| Q2 2014 | $99,216,000 | +2.0% | 900 | 0.0% | 0.07% | +1.4% |
| Q1 2014 | $97,281,000 | – | 900 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |