SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $537,000 | +18.8% | 6,545 | -4.1% | 0.00% | – |
| Q4 2020 | $452,000 | +22.5% | 6,828 | -7.3% | 0.00% | – |
| Q3 2020 | $369,000 | -6.1% | 7,368 | -7.8% | 0.00% | – |
| Q2 2020 | $393,000 | +8.9% | 7,995 | -9.5% | 0.00% | – |
| Q1 2020 | $361,000 | -24.3% | 8,837 | +21.6% | 0.00% | – |
| Q4 2019 | $477,000 | +8.4% | 7,266 | +1.1% | 0.00% | – |
| Q3 2019 | $440,000 | +12.0% | 7,185 | +10.9% | 0.00% | – |
| Q2 2019 | $393,000 | -67.9% | 6,477 | -68.1% | 0.00% | -100.0% |
| Q1 2019 | $1,224,000 | -17.5% | 20,300 | -26.4% | 0.00% | -50.0% |
| Q4 2018 | $1,484,000 | – | 27,572 | – | 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% |