SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 36 filers reported holding SPDR SER TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $350,000 | -3.0% | 3,425 | +4.7% | 0.05% | -5.8% |
| Q2 2014 | $361,000 | +19.1% | 3,271 | +16.8% | 0.05% | +8.3% |
| Q1 2014 | $303,000 | -0.7% | 2,801 | -2.1% | 0.05% | -5.9% |
| Q4 2013 | $305,000 | +9.7% | 2,860 | +0.8% | 0.05% | -25.0% |
| Q3 2013 | $278,000 | +35.6% | 2,838 | +22.8% | 0.07% | +19.3% |
| Q2 2013 | $205,000 | – | 2,311 | – | 0.06% | – |
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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% |