SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 60 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,272,000 | +5.9% | 34,593 | +7.8% | 0.23% | +12.4% |
| Q4 2017 | $4,035,000 | +4.2% | 32,090 | +4.8% | 0.20% | +6.3% |
| Q3 2017 | $3,871,000 | +10.2% | 30,628 | +4.0% | 0.19% | +21.9% |
| Q2 2017 | $3,512,000 | +2.0% | 29,443 | +0.9% | 0.16% | +0.6% |
| Q1 2017 | $3,444,000 | +1.7% | 29,176 | +2.5% | 0.15% | +7.7% |
| Q4 2016 | $3,387,000 | +18.0% | 28,461 | +6.3% | 0.14% | +13.5% |
| Q3 2016 | $2,870,000 | +11.9% | 26,767 | +4.5% | 0.13% | +8.6% |
| Q2 2016 | $2,564,000 | +20.0% | 25,620 | +17.0% | 0.12% | +22.1% |
| Q1 2016 | $2,137,000 | +6.8% | 21,906 | +1.8% | 0.10% | +5.6% |
| Q4 2015 | $2,001,000 | +3.1% | 21,521 | +4.8% | 0.09% | +7.1% |
| Q3 2015 | $1,940,000 | -6.4% | 20,535 | +5.1% | 0.08% | +9.1% |
| Q2 2015 | $2,072,000 | +14.7% | 19,546 | +15.8% | 0.08% | +30.5% |
| Q1 2015 | $1,806,000 | +25.7% | 16,885 | +24.2% | 0.06% | +28.3% |
| Q4 2014 | $1,437,000 | +213.8% | 13,591 | +203.7% | 0.05% | +206.7% |
| Q3 2014 | $458,000 | +35.9% | 4,475 | +46.5% | 0.02% | +50.0% |
| Q2 2014 | $337,000 | +15.4% | 3,054 | +13.2% | 0.01% | +11.1% |
| Q1 2014 | $292,000 | +32.1% | 2,699 | +30.1% | 0.01% | +50.0% |
| Q4 2013 | $221,000 | – | 2,074 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGGS ADVISORY GROUP, INC. | 274,575 | $22,880,000 | 15.19% |
| Financial Planning & Information Services, Inc. | 539,341 | $44,943,000 | 10.04% |
| N.E.W. Advisory Services LLC | 592,583 | $48,563,000 | 9.20% |
| Carter Financial Group, INC. | 72,972 | $6,081,000 | 8.15% |
| Morton Brown Family Wealth, LLC | 107,515 | $8,959,000 | 6.77% |
| Capasso Planning Partners LLC | 107,967 | $8,997,000 | 6.35% |
| Northern Capital Management, Inc. | 91,554 | $7,629,000 | 6.24% |
| ERTS Wealth Advisors, LLC | 251,427 | $20,951,000 | 5.86% |
| Goelzer Investment Management, Inc. | 721,289 | $60,105,000 | 5.20% |
| Hamilton Capital, LLC | 960,720 | $80,057,000 | 5.14% |