SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 275 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $218,018 | -84.1% | 2,937 | -85.6% | 3.12% | +898.1% |
Q3 2022 | $1,367,000 | -9.9% | 20,355 | -2.9% | 0.31% | -0.3% |
Q2 2022 | $1,518,000 | -13.5% | 20,965 | -0.5% | 0.31% | -3.4% |
Q1 2022 | $1,755,000 | -2.3% | 21,061 | -0.7% | 0.32% | +1313.0% |
Q4 2021 | $1,797,000 | +3.9% | 21,208 | +0.5% | 0.02% | -93.4% |
Q3 2021 | $1,730,000 | -3.2% | 21,109 | +1.2% | 0.35% | -12.4% |
Q2 2021 | $1,788,000 | -0.4% | 20,860 | -4.7% | 0.40% | -13.0% |
Q1 2021 | $1,795,000 | +19.5% | 21,893 | -3.5% | 0.46% | +14.3% |
Q4 2020 | $1,502,000 | +30.0% | 22,692 | -1.6% | 0.40% | +2.8% |
Q3 2020 | $1,155,000 | +6.7% | 23,053 | +4.7% | 0.39% | -21.5% |
Q2 2020 | $1,082,000 | +131.7% | 22,027 | +92.9% | 0.49% | +53.1% |
Q1 2020 | $467,000 | -31.8% | 11,420 | +9.5% | 0.32% | -23.7% |
Q4 2019 | $685,000 | +18.1% | 10,425 | +10.1% | 0.42% | +1.0% |
Q3 2019 | $580,000 | +1.0% | 9,471 | +0.1% | 0.42% | -3.7% |
Q2 2019 | $574,000 | +8.5% | 9,462 | +7.9% | 0.43% | -5.4% |
Q1 2019 | $529,000 | +34.6% | 8,769 | +20.2% | 0.46% | +10.1% |
Q4 2018 | $393,000 | – | 7,296 | – | 0.42% | – |
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% |