SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 159 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $215,000 | -13.3% | 4,370 | +15.8% | 0.17% | -0.6% |
| Q4 2019 | $248,000 | +5.1% | 3,775 | -1.8% | 0.17% | -1.1% |
| Q3 2019 | $236,000 | +7.3% | 3,846 | +6.0% | 0.18% | +5.4% |
| Q2 2019 | $220,000 | +0.9% | 3,627 | +0.4% | 0.17% | -2.4% |
| Q1 2019 | $218,000 | -9.5% | 3,611 | +2.2% | 0.17% | -21.7% |
| Q3 2018 | $241,000 | -4.4% | 3,532 | -6.5% | 0.22% | -11.8% |
| Q2 2018 | $252,000 | +5.9% | 3,777 | +96.2% | 0.25% | +4.7% |
| Q1 2018 | $238,000 | -2.5% | 1,925 | -1.0% | 0.24% | -0.8% |
| Q4 2017 | $244,000 | – | 1,945 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMFS HOLDINGS LLC | 800,898 | $74,379,000 | 11.18% |
| Krilogy Financial LLC | 84,507 | $7,848,000 | 7.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 132,050 | $12,263,000 | 3.11% |
| Moisand Fitzgerald Tamayo, LLC | 20,259 | $1,881,000 | 1.62% |
| Bernicke Wealth Management, Ltd. | 12,826 | $1,191,000 | 1.15% |
| Tradewinds Capital Management, LLC | 15,946 | $1,481,000 | 1.07% |
| Kalos Management, Inc. | 14,040 | $1,304,000 | 0.97% |
| Asset Dedication, LLC | 14,733 | $1,368,000 | 0.90% |
| Traynor Capital Management, Inc. | 13,380 | $1,242,000 | 0.89% |
| Advisors Preferred, LLC | 14,642 | $1,361,000 | 0.74% |