SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 114 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
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% |