NewFocus Financial Group, 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
NewFocus Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$220,000
+8.9%
2,881
-15.6%
0.06%
-3.0%
Q3 2020$202,000
-29.9%
3,414
-32.8%
0.07%
-35.0%
Q2 2020$288,000
-90.3%
5,080
-92.1%
0.10%
-92.5%
Q1 2020$2,967,000
-39.1%
64,247
-15.0%
1.37%
-28.0%
Q4 2019$4,875,000
-20.6%
75,559
-26.7%
1.90%
-29.4%
Q3 2019$6,140,000
+2.8%
103,039
+5.1%
2.69%
-2.5%
Q2 2019$5,970,000
+16.6%
98,008
+14.3%
2.76%
+8.3%
Q1 2019$5,118,000
+156.4%
85,721
+131.7%
2.55%
+116.7%
Q4 2018$1,996,00036,9961.18%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 211,166$30,811,00014.50%
B. Riley Wealth Advisors, Inc. 9,700$1,415,0000.48%
PINNACLE FINANCIAL PARTNERS INC 6,120$893,0000.46%
Cetera Advisors LLC 11,806$1,723,0000.36%
Citizens Business Bank 10,503$1,532,0000.34%
GENWORTH FINANCIAL INC 48,615$7,093,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 1,579$230,0000.15%
VSR Financial Services, Inc. 4,823$704,0000.14%
Freedom Investment Management, Inc. 2,480$362,0000.12%
HighTower Advisors, LLC 27,224$3,972,0000.11%
View complete list of SPDR SER TR shareholders