SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 275 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $307,000 | +3.0% | 4,678 | -7.4% | 0.08% | -12.0% |
| Q3 2019 | $298,000 | -13.9% | 5,051 | -11.4% | 0.09% | -17.9% |
| Q2 2019 | $346,000 | -17.8% | 5,704 | -18.3% | 0.11% | -19.4% |
| Q1 2019 | $421,000 | -8.9% | 6,980 | -10.0% | 0.14% | -14.7% |
| Q4 2018 | $462,000 | -38.1% | 7,756 | -29.0% | 0.16% | -34.3% |
| Q3 2018 | $746,000 | -24.2% | 10,924 | -25.9% | 0.25% | -31.7% |
| Q2 2018 | $984,000 | -28.5% | 14,733 | +32.1% | 0.36% | -32.0% |
| Q1 2018 | $1,377,000 | -10.4% | 11,154 | -8.7% | 0.53% | -19.7% |
| Q4 2017 | $1,537,000 | – | 12,221 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invst, LLC | 97,911 | $12,374,000 | 10.83% |
| Strid Group, LLC | 151,039 | $19,088,000 | 7.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 322,305 | $41,200,000 | 3.41% |
| Krilogy Financial LLC | 101,352 | $12,809,000 | 3.27% |
| PRING TURNER CAPITAL GROUP INC | 25,015 | $3,161,000 | 3.13% |
| Financial Engines Advisors L.L.C. | 649,955 | $82,141,000 | 2.74% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 81,156 | $10,256,000 | 2.72% |
| Moisand Fitzgerald Tamayo, LLC | 29,370 | $3,712,000 | 2.26% |
| Marietta Wealth Management, LLC | 30,040 | $3,796,000 | 2.12% |
| Traynor Capital Management, Inc. | 26,669 | $3,360,000 | 1.60% |