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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $971,350 | +62.0% | 13,422 | +72.8% | 0.01% | +57.1% |
Q2 2023 | $599,535 | +13.7% | 7,767 | +12.2% | 0.01% | +16.7% |
Q1 2023 | $527,166 | -0.9% | 6,920 | -3.5% | 0.01% | -14.3% |
Q4 2022 | $532,157 | +5.8% | 7,170 | -4.3% | 0.01% | -12.5% |
Q3 2022 | $503,000 | -7.9% | 7,490 | -0.7% | 0.01% | -20.0% |
Q2 2022 | $546,000 | -13.7% | 7,540 | -0.8% | 0.01% | +11.1% |
Q1 2022 | $633,000 | -1.7% | 7,600 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $644,000 | +4.2% | 7,600 | +0.8% | 0.01% | 0.0% |
Q3 2021 | $618,000 | -16.6% | 7,540 | -12.7% | 0.01% | +28.6% |
Q2 2021 | $741,000 | -22.3% | 8,640 | -25.8% | 0.01% | 0.0% |
Q1 2021 | $954,000 | +0.5% | 11,640 | -18.8% | 0.01% | +40.0% |
Q4 2020 | $949,000 | +165.1% | 14,340 | +100.8% | 0.01% | +150.0% |
Q3 2020 | $358,000 | -59.4% | 7,140 | -60.2% | 0.00% | -50.0% |
Q2 2020 | $881,000 | +220.4% | 17,940 | +166.2% | 0.00% | +300.0% |
Q1 2020 | $275,000 | -49.8% | 6,740 | -19.2% | 0.00% | -50.0% |
Q4 2019 | $548,000 | +11.8% | 8,340 | +4.2% | 0.00% | +100.0% |
Q3 2019 | $490,000 | -27.9% | 8,000 | -28.6% | 0.00% | -50.0% |
Q2 2019 | $680,000 | +34.1% | 11,200 | +33.3% | 0.00% | 0.0% |
Q1 2019 | $507,000 | +5.8% | 8,400 | -5.6% | 0.00% | 0.0% |
Q4 2018 | $479,000 | +100.4% | 8,900 | +154.3% | 0.00% | +100.0% |
Q3 2018 | $239,000 | -14.9% | 3,500 | -16.7% | 0.00% | 0.0% |
Q2 2018 | $281,000 | – | 4,200 | – | 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% |