SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,540,485 | -6.9% | 62,740 | -0.7% | 0.75% | -4.4% |
Q2 2023 | $4,877,550 | +3.5% | 63,189 | +2.1% | 0.79% | -5.7% |
Q1 2023 | $4,714,131 | +1.2% | 61,881 | -1.4% | 0.84% | -6.6% |
Q4 2022 | $4,658,756 | +10.6% | 62,770 | +0.0% | 0.90% | +0.9% |
Q3 2022 | $4,213,000 | -3.3% | 62,753 | +4.3% | 0.89% | -4.1% |
Q2 2022 | $4,358,000 | -7.3% | 60,190 | +6.7% | 0.93% | +4.8% |
Q1 2022 | $4,699,000 | -2.1% | 56,393 | -0.5% | 0.88% | -4.6% |
Q4 2021 | $4,801,000 | +4.0% | 56,668 | +0.6% | 0.93% | -2.0% |
Q3 2021 | $4,618,000 | -8.6% | 56,345 | -4.4% | 0.95% | -16.8% |
Q2 2021 | $5,054,000 | -0.5% | 58,968 | -4.8% | 1.14% | -8.3% |
Q1 2021 | $5,080,000 | +22.1% | 61,963 | -1.5% | 1.24% | +18.1% |
Q4 2020 | $4,162,000 | +38.8% | 62,881 | +5.1% | 1.05% | -2.8% |
Q3 2020 | $2,998,000 | +4.2% | 59,850 | +2.2% | 1.08% | -2.9% |
Q2 2020 | $2,876,000 | +31.9% | 58,548 | +9.8% | 1.11% | +10.0% |
Q1 2020 | $2,180,000 | -1.2% | 53,330 | +58.9% | 1.01% | +26.2% |
Q4 2019 | $2,206,000 | +41.8% | 33,571 | +32.2% | 0.80% | +32.4% |
Q3 2019 | $1,556,000 | +90.7% | 25,392 | +88.9% | 0.60% | +87.3% |
Q2 2019 | $816,000 | – | 13,443 | – | 0.32% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
LPWM LLC | 61,512 | $4,042,000 | 3.74% |