SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 289 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,716 | +15.9% | 21 | +5.0% | 0.00% | 0.0% |
| Q3 2023 | $1,480 | -5.7% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,570 | +78400.0% | 20 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $2 | +100.0% | 20 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $1 | -99.9% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | +100.0% | 20 | +5.3% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | – | 19 | +90.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
| N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
| Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
| MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
| Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
| Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
| Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
| Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
| LPWM LLC | 61,512 | $4,042,000 | 3.74% |