SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 178 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $31,000 | +6.9% | 470 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $29,000 | 0.0% | 470 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $29,000 | +3.6% | 470 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $28,000 | +12.0% | 470 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $25,000 | -21.9% | 470 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | +3.2% | 470 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $31,000 | +6.9% | 470 | +100.0% | 0.01% | +62.5% |
| Q1 2018 | $29,000 | -3.3% | 235 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $30,000 | – | 235 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 566,032 | $23,128,000 | 12.02% |
| Larson Financial Group LLC | 263,280 | $10,758,000 | 6.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 108,619 | $4,438,000 | 4.49% |
| ERTS Wealth Advisors, LLC | 225,319 | $9,207,000 | 4.46% |
| Moisand Fitzgerald Tamayo, LLC | 134,283 | $5,487,000 | 3.58% |
| Financial Strategies Group, Inc. | 92,219 | $3,768,000 | 3.41% |
| LPWM LLC | 75,447 | $3,083,000 | 3.36% |
| Evensky & Katz LLC | 505,999 | $20,675,000 | 3.25% |
| NorthRock Partners, LLC | 563,758 | $23,035,000 | 3.23% |
| MANAGED ACCOUNT SERVICES INC | 172,334 | $6,378,000 | 3.09% |