Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 247 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$841,000
+7.7%
13,035
-0.6%
0.36%
-6.5%
Q3 2019$781,000
+2.0%
13,114
+4.3%
0.38%
-3.5%
Q2 2019$766,000
+30.5%
12,579
+27.9%
0.40%
+10.2%
Q1 2019$587,000
+18.8%
9,832
+7.4%
0.36%
-7.4%
Q4 2018$494,0009,1580.39%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
Shakespeare Wealth Management, LLC 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders