SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,414 | +15.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $9,046 | -6.2% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,649 | +1.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,523 | +2.6% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,278 | +16.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -9.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | – | 125 | – | 0.00% | – |
Download | ||||||
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% |