Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 264 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 ↓
TMFS HOLDINGS LLC 800,898$74,379,00011.18%
Krilogy Financial LLC 84,507$7,848,0007.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 132,050$12,263,0003.11%
Moisand Fitzgerald Tamayo, LLC 20,259$1,881,0001.62%
Bernicke Wealth Management, Ltd. 12,826$1,191,0001.15%
Tradewinds Capital Management, LLC 15,946$1,481,0001.07%
Kalos Management, Inc. 14,040$1,304,0000.97%
Asset Dedication, LLC 14,733$1,368,0000.90%
Traynor Capital Management, Inc. 13,380$1,242,0000.89%
Advisors Preferred, LLC 14,642$1,361,0000.74%
View complete list of SPDR SER TR shareholders