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 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q1 2021 | $31,000 | – | 381 | +38000.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q2 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | +300.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| Q4 2018 | $28,000 | -17.6% | 503 | +0.2% | 0.00% | -25.0% |
| Q3 2018 | $34,000 | +3.0% | 502 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $33,000 | +10.0% | 502 | +100.0% | 0.00% | +33.3% |
| Q1 2018 | $30,000 | -3.2% | 251 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $31,000 | -3.1% | 251 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $32,000 | -97.7% | 251 | -97.8% | 0.00% | -97.6% |
| Q2 2017 | $1,368,000 | +22.4% | 11,475 | +21.1% | 0.16% | +16.2% |
| Q1 2017 | $1,118,000 | +66.1% | 9,478 | +67.6% | 0.14% | +47.9% |
| Q4 2016 | $673,000 | +79.5% | 5,656 | +61.5% | 0.10% | +71.4% |
| Q3 2016 | $375,000 | +150.0% | 3,503 | +132.3% | 0.06% | +124.0% |
| Q2 2016 | $150,000 | – | 1,508 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
| N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
| Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
| MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
| Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
| Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
| Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
| Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
| Financial Strategies Group, Inc. | 70,574 | $4,637,000 | 3.74% |