SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 79 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $630,000 | +0.3% | 9,231 | -1.8% | 0.13% | -13.7% |
| Q2 2018 | $628,000 | +13.2% | 9,397 | +109.1% | 0.15% | +8.5% |
| Q1 2018 | $555,000 | +0.4% | 4,493 | +2.1% | 0.14% | +11.0% |
| Q4 2017 | $553,000 | +0.4% | 4,399 | +1.0% | 0.13% | -10.6% |
| Q3 2017 | $551,000 | +28.1% | 4,357 | +20.8% | 0.14% | +14.5% |
| Q2 2017 | $430,000 | +27.2% | 3,607 | +26.0% | 0.12% | +11.7% |
| Q1 2017 | $338,000 | +6.0% | 2,863 | +6.4% | 0.11% | -14.0% |
| Q4 2016 | $319,000 | +24.6% | 2,690 | +12.7% | 0.13% | +13.2% |
| Q3 2016 | $256,000 | -10.8% | 2,386 | -16.8% | 0.11% | -5.8% |
| Q2 2016 | $287,000 | +4.4% | 2,867 | +1.5% | 0.12% | -0.8% |
| Q1 2016 | $275,000 | +400.0% | 2,824 | +379.5% | 0.12% | +335.7% |
| Q4 2015 | $55,000 | +223.5% | 589 | +220.1% | 0.03% | +180.0% |
| Q3 2015 | $17,000 | +183.3% | 184 | +217.2% | 0.01% | +233.3% |
| Q2 2015 | $6,000 | -33.3% | 58 | -32.6% | 0.00% | 0.0% |
| Q1 2015 | $9,000 | +350.0% | 86 | +352.6% | 0.00% | +200.0% |
| Q4 2014 | $2,000 | +100.0% | 19 | +58.3% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,000 | – | 12 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGGS ADVISORY GROUP, INC. | 274,575 | $22,880,000 | 15.19% |
| Financial Planning & Information Services, Inc. | 539,341 | $44,943,000 | 10.04% |
| N.E.W. Advisory Services LLC | 592,583 | $48,563,000 | 9.20% |
| Carter Financial Group, INC. | 72,972 | $6,081,000 | 8.15% |
| Morton Brown Family Wealth, LLC | 107,515 | $8,959,000 | 6.77% |
| Capasso Planning Partners LLC | 107,967 | $8,997,000 | 6.35% |
| Northern Capital Management, Inc. | 91,554 | $7,629,000 | 6.24% |
| ERTS Wealth Advisors, LLC | 251,427 | $20,951,000 | 5.86% |
| Goelzer Investment Management, Inc. | 721,289 | $60,105,000 | 5.20% |
| Hamilton Capital, LLC | 960,720 | $80,057,000 | 5.14% |