Capital Advantage, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 91 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2019$12,643,000
-2.1%
162,423
-2.9%
4.38%
-4.5%
Q1 2019$12,911,000
+14.6%
167,345
+3.0%
4.58%
+7.4%
Q4 2018$11,265,000
-20.5%
162,509
+0.1%
4.27%
+31.2%
Q3 2018$14,167,000
+3.1%
162,391
-1.4%
3.26%
+0.5%
Q2 2018$13,745,000
+8.1%
164,686
-0.3%
3.24%
+4.1%
Q1 2018$12,716,000
-2.8%
165,117
-3.1%
3.11%
-7.8%
Q4 2017$13,086,000
+4.0%
170,369
+0.4%
3.37%
+7.1%
Q3 2017$12,588,000
+6.4%
169,610
+0.5%
3.15%
+1.6%
Q2 2017$11,834,000
-0.1%
168,789
-1.5%
3.10%
-4.4%
Q1 2017$11,847,000
-6.4%
171,298
+86.1%
3.24%
-11.5%
Q4 2016$12,661,000
+9.7%
92,070
-1.0%
3.67%
+13.2%
Q3 2016$11,542,000
+5.3%
92,968
-1.4%
3.24%
+1.7%
Q2 2016$10,961,000
+4.7%
94,323
+1.4%
3.18%
-14.3%
Q1 2016$10,472,000
+5.5%
93,025
+3.2%
3.71%
+11.0%
Q4 2015$9,925,000
+95.7%
90,139
+89.4%
3.35%
+69.3%
Q3 2015$5,071,000
-11.3%
47,582
-1.9%
1.98%
-11.4%
Q2 2015$5,720,000
-2.1%
48,526
-2.0%
2.23%
-7.0%
Q1 2015$5,842,000
-0.2%
49,495
-3.6%
2.40%
-0.7%
Q4 2014$5,856,000
+11.3%
51,337
+1.8%
2.42%
-12.0%
Q3 2014$5,261,000
+19.5%
50,446
+28.4%
2.74%
+12.9%
Q2 2014$4,402,000
+67.5%
39,274
+64.6%
2.43%
+32.7%
Q1 2014$2,628,000
+21.2%
23,858
+20.0%
1.83%
+25.5%
Q4 2013$2,169,00019,8761.46%
Other shareholders
SPDR SER TR shareholders Q2 2017
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders