SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 41 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,457,000 | +4.4% | 13,583 | -2.5% | 0.29% | +2.5% |
| Q2 2016 | $1,395,000 | +8.9% | 13,933 | +6.1% | 0.28% | -5.7% |
| Q1 2016 | $1,281,000 | +0.9% | 13,137 | -3.9% | 0.30% | +15.2% |
| Q4 2015 | $1,270,000 | -3.2% | 13,672 | -1.5% | 0.26% | -18.4% |
| Q3 2015 | $1,312,000 | -8.1% | 13,887 | +3.2% | 0.32% | -11.3% |
| Q2 2015 | $1,428,000 | -11.4% | 13,452 | -10.6% | 0.36% | -9.7% |
| Q1 2015 | $1,611,000 | +9.4% | 15,041 | +8.0% | 0.39% | +1167.7% |
| Q4 2014 | $1,472,000 | -45.2% | 13,921 | -47.0% | 0.03% | -92.4% |
| Q3 2014 | $2,686,000 | -99.8% | 26,262 | -3.2% | 0.41% | +16.9% |
| Q2 2014 | $1,491,974,000 | +111994.2% | 27,140 | +120.5% | 0.35% | -12.9% |
| Q1 2014 | $1,331,000 | +5.1% | 12,310 | +3.5% | 0.40% | -0.5% |
| Q4 2013 | $1,266,000 | +7.8% | 11,890 | -0.6% | 0.40% | +0.7% |
| Q3 2013 | $1,174,000 | +11.1% | 11,960 | +0.5% | 0.40% | +11.7% |
| Q2 2013 | $1,057,000 | – | 11,895 | – | 0.36% | – |
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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% |