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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,407 | -11.3% | 3,391 | -5.4% | 0.07% | -4.2% |
| Q2 2023 | $276,649 | +2.5% | 3,584 | +1.2% | 0.07% | -4.0% |
| Q1 2023 | $269,906 | +5.6% | 3,543 | +2.8% | 0.08% | +4.2% |
| Q4 2022 | $255,688 | +11.2% | 3,445 | +13.3% | 0.07% | +5.9% |
| Q3 2022 | $230,000 | +6.0% | 3,041 | +1.3% | 0.07% | +4.6% |
| Q2 2022 | $217,000 | -17.2% | 3,003 | -4.6% | 0.06% | +8.3% |
| Q1 2022 | $262,000 | -21.6% | 3,149 | -20.1% | 0.06% | -14.3% |
| Q4 2021 | $334,000 | -4.8% | 3,939 | -7.9% | 0.07% | -12.5% |
| Q3 2021 | $351,000 | -10.0% | 4,277 | -6.0% | 0.08% | -10.1% |
| Q2 2021 | $390,000 | +26.2% | 4,550 | +20.6% | 0.09% | +17.1% |
| Q1 2021 | $309,000 | +27.7% | 3,772 | +3.3% | 0.08% | +22.6% |
| Q4 2020 | $242,000 | – | 3,650 | – | 0.06% | – |
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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% |