SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -99.4% | 20 | -99.3% | 0.00% | -98.9% |
| Q4 2019 | $180,000 | +7.1% | 2,733 | -0.5% | 0.10% | -15.2% |
| Q3 2019 | $168,000 | +1.2% | 2,748 | -0.7% | 0.11% | +0.9% |
| Q2 2019 | $166,000 | 0.0% | 2,768 | 0.0% | 0.11% | -6.7% |
| Q1 2019 | $166,000 | +18.6% | 2,768 | +7.6% | 0.12% | +9.2% |
| Q4 2018 | $140,000 | -16.7% | 2,573 | +3.2% | 0.11% | -2.7% |
| Q3 2018 | $168,000 | +102.4% | 2,493 | +96.6% | 0.11% | +86.7% |
| Q2 2018 | $83,000 | – | 1,268 | +31600.0% | 0.06% | – |
| Q1 2018 | $0 | – | 4 | – | 0.00% | – |
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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% |