CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 263 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,637,629
-7.6%
50,264
-1.4%
0.01%
-12.5%
Q2 2023$3,935,949
+0.6%
50,990
-0.7%
0.02%
-5.9%
Q1 2023$3,911,375
+2.9%
51,344
+0.2%
0.02%
-10.5%
Q4 2022$3,802,315
+6.2%
51,230
-3.9%
0.02%
-9.5%
Q3 2022$3,580,000
-9.9%
53,320
-2.8%
0.02%
-19.2%
Q2 2022$3,973,000
-18.6%
54,870
-6.3%
0.03%
-18.8%
Q1 2022$4,879,000
+385.0%
58,545
+393.0%
0.03%
+357.1%
Q4 2021$1,006,000
+6.2%
11,875
+2.8%
0.01%
-12.5%
Q3 2021$947,000
-4.4%
11,549
-0.2%
0.01%
-11.1%
Q2 2021$991,000
+8.9%
11,568
+4.3%
0.01%
-10.0%
Q1 2021$910,000
+8.2%
11,095
-12.7%
0.01%
-9.1%
Q4 2020$841,000
+1.1%
12,712
-22.3%
0.01%
-21.4%
Q3 2020$832,000
-15.7%
16,359
-20.2%
0.01%
-12.5%
Q2 2020$987,000
-56.2%
20,493
-65.4%
0.02%
-68.0%
Q1 2020$2,253,000
-14.4%
59,251
+47.7%
0.05%
+19.0%
Q4 2019$2,631,000
+11.9%
40,108
+4.4%
0.04%
-49.4%
Q3 2019$2,352,000
+5.0%
38,400
+4.1%
0.08%0.0%
Q2 2019$2,239,000
+1.8%
36,901
+1.2%
0.08%
-6.7%
Q1 2019$2,199,000
+4211.8%
36,468
+3755.0%
0.09%
+2866.7%
Q4 2018$51,000
-21.5%
946
+0.1%
0.00%0.0%
Q3 2018$65,000
+622.2%
945
+575.0%
0.00%
Q2 2018$9,000
-99.4%
140
-99.0%
0.00%
-100.0%
Q1 2017$1,589,000
+181.7%
13,463
+184.0%
0.16%
+215.7%
Q4 2016$564,0004,7400.05%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 280,272$20,283,26018.74%
Michael S. Ryan, Inc. 152,903$10,379,0699.90%
BRIGGS ADVISORY GROUP, INC. 233,591$16,904,9659.68%
Financial Planning & Information Services, Inc. 628,733$45,501,3848.47%
Morton Brown Family Wealth, LLC 164,164$11,880,5226.07%
RESTON WEALTH MANAGEMENT LLC 146,617$10,610,6955.36%
Capasso Planning Partners LLC 134,295$9,718,9095.20%
New Hampshire Trust 251,539$18,203,8774.95%
Melone Private Wealth, LLC 94,280$6,823,0344.88%
CarsonAllaria Wealth Management, Ltd. 73,328$5,306,7534.31%
View complete list of SPDR SER TR shareholders