SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 178 filers reported holding SPDR SER TR in Q1 2018. 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 ↓ |
|---|---|---|---|
| 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% |