Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 254 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$1,016,000
-5.8%
20,283
-7.6%
0.24%
-16.5%
Q2 2020$1,078,000
+81.5%
21,956
+51.0%
0.28%
+45.4%
Q1 2020$594,000
+9.4%
14,536
+82.6%
0.20%
+16.0%
Q3 2018$543,000
-21.6%
7,961
-23.2%
0.17%
-44.2%
Q2 2018$693,000
-84.7%
10,370
-71.7%
0.30%
-79.3%
Q1 2018$4,518,000
+938.6%
36,583
+956.7%
1.47%
+664.1%
Q4 2017$435,0003,4620.19%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders