SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 89 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $100,000 | +3.1% | 1,665 | -7.5% | 0.01% | -11.1% |
| Q4 2018 | $97,000 | -35.8% | 1,800 | -18.4% | 0.01% | -25.0% |
| Q3 2018 | $151,000 | +24.8% | 2,205 | +21.8% | 0.01% | +9.1% |
| Q2 2018 | $121,000 | -0.8% | 1,810 | +83.0% | 0.01% | 0.0% |
| Q1 2018 | $122,000 | -1.6% | 989 | +0.1% | 0.01% | -8.3% |
| Q4 2017 | $124,000 | -0.8% | 988 | +0.3% | 0.01% | -14.3% |
| Q3 2017 | $125,000 | +14.7% | 985 | +7.5% | 0.01% | +7.7% |
| Q2 2017 | $109,000 | +3.8% | 916 | +3.0% | 0.01% | -13.3% |
| Q1 2017 | $105,000 | 0.0% | 889 | +1.3% | 0.02% | -6.2% |
| Q4 2016 | $105,000 | +8.2% | 878 | -2.4% | 0.02% | +6.7% |
| Q3 2016 | $97,000 | +11.5% | 900 | +3.7% | 0.02% | +7.1% |
| Q2 2016 | $87,000 | -8.4% | 868 | -10.7% | 0.01% | -17.6% |
| Q1 2016 | $95,000 | +9.2% | 972 | +3.3% | 0.02% | +6.2% |
| Q4 2015 | $87,000 | – | 941 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 280,272 | $20,283,260 | 18.74% |
| Michael S. Ryan, Inc. | 152,903 | $10,379,069 | 9.90% |
| BRIGGS ADVISORY GROUP, INC. | 233,591 | $16,904,965 | 9.68% |
| Financial Planning & Information Services, Inc. | 628,733 | $45,501,384 | 8.47% |
| Morton Brown Family Wealth, LLC | 164,164 | $11,880,522 | 6.07% |
| RESTON WEALTH MANAGEMENT LLC | 146,617 | $10,610,695 | 5.36% |
| Capasso Planning Partners LLC | 134,295 | $9,718,909 | 5.20% |
| New Hampshire Trust | 251,539 | $18,203,877 | 4.95% |
| Melone Private Wealth, LLC | 94,280 | $6,823,034 | 4.88% |
| CarsonAllaria Wealth Management, Ltd. | 73,328 | $5,306,753 | 4.31% |