SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 524 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $710 | +15.6% | 9,066 | +22.4% | 0.01% | +12.5% |
| Q1 2024 | $614 | -12.2% | 7,406 | -11.7% | 0.01% | -20.0% |
| Q4 2023 | $699 | +42.1% | 8,386 | +23.4% | 0.01% | +25.0% |
| Q3 2023 | $492 | -99.9% | 6,796 | +0.1% | 0.01% | -11.1% |
| Q4 2022 | $504,000 | +25.4% | 6,791 | +40.7% | 0.01% | +28.6% |
| Q1 2022 | $402,000 | -99.9% | 4,825 | +17.2% | 0.01% | +16.7% |
| Q4 2021 | $349,000,000 | +118205.1% | 4,117 | +14.2% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | – | 3,605 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invst, LLC | 97,911 | $12,374,000 | 10.83% |
| Strid Group, LLC | 151,039 | $19,088,000 | 7.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 322,305 | $41,200,000 | 3.41% |
| Krilogy Financial LLC | 101,352 | $12,809,000 | 3.27% |
| PRING TURNER CAPITAL GROUP INC | 25,015 | $3,161,000 | 3.13% |
| Financial Engines Advisors L.L.C. | 649,955 | $82,141,000 | 2.74% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 81,156 | $10,256,000 | 2.72% |
| Moisand Fitzgerald Tamayo, LLC | 29,370 | $3,712,000 | 2.26% |
| Marietta Wealth Management, LLC | 30,040 | $3,796,000 | 2.12% |
| Traynor Capital Management, Inc. | 26,669 | $3,360,000 | 1.60% |