SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318 | -39.4% | 4,400 | -35.3% | 0.00% | 0.0% |
| Q2 2023 | $525 | +47.5% | 6,800 | +41.7% | 0.00% | – |
| Q4 2022 | $356 | -99.9% | 4,800 | -25.0% | 0.00% | -100.0% |
| Q3 2022 | $430,000 | -73.0% | 6,400 | -66.5% | 0.00% | -50.0% |
| Q1 2022 | $1,592,000 | +411.9% | 19,100 | +402.6% | 0.00% | – |
| Q3 2021 | $311,000 | -56.4% | 3,800 | -56.3% | 0.00% | -100.0% |
| Q1 2021 | $713,000 | +107.9% | 8,700 | +3.6% | 0.00% | – |
| Q1 2020 | $343,000 | +28.5% | 8,400 | +90.9% | 0.00% | – |
| Q2 2019 | $267,000 | -45.5% | 4,400 | -51.6% | 0.00% | -100.0% |
| Q4 2018 | $490,000 | -21.1% | 9,100 | -2.1% | 0.00% | – |
| Q2 2018 | $621,000 | +190.2% | 9,297 | +446.9% | 0.00% | – |
| Q4 2017 | $214,000 | – | 1,700 | – | 0.00% | – |
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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% |