Surevest, LLC - 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
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$18,000
-10.0%
2450.0%0.01%0.0%
Q1 2022$20,000
-4.8%
2450.0%0.01%0.0%
Q4 2021$21,000
-98.2%
245
-98.7%
0.01%
-99.0%
Q4 2019$1,200,000
+2.7%
18,264
-4.3%
0.51%
-10.8%
Q3 2019$1,169,000
+7.0%
19,075
+5.9%
0.58%
+1.2%
Q2 2019$1,093,000
+76.9%
18,020
+75.9%
0.57%
+49.5%
Q1 2019$618,000
+128.0%
10,243
+103.4%
0.38%
+77.6%
Q4 2018$271,0005,0360.21%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders