SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,701 | -6.1% | 16,826 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,296,174 | +9.3% | 16,792 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $1,185,894 | -27.3% | 15,567 | -29.1% | 0.00% | 0.0% |
| Q4 2022 | $1,630,627 | +4.3% | 21,970 | -5.6% | 0.00% | -33.3% |
| Q3 2022 | $1,563,000 | -7.8% | 23,278 | -0.6% | 0.00% | 0.0% |
| Q2 2022 | $1,695,000 | +7.3% | 23,423 | +23.6% | 0.00% | 0.0% |
| Q1 2022 | $1,579,000 | +51.8% | 18,954 | +54.4% | 0.00% | +50.0% |
| Q4 2021 | $1,040,000 | +66.9% | 12,274 | +61.3% | 0.00% | +100.0% |
| Q3 2021 | $623,000 | +47.3% | 7,609 | +54.3% | 0.00% | 0.0% |
| Q2 2021 | $423,000 | +77.0% | 4,932 | +68.4% | 0.00% | 0.0% |
| Q1 2021 | $239,000 | +44.0% | 2,928 | +16.2% | 0.00% | – |
| Q4 2020 | $166,000 | +9.2% | 2,520 | -16.8% | 0.00% | – |
| Q3 2020 | $152,000 | +47.6% | 3,029 | +44.2% | 0.00% | – |
| Q2 2020 | $103,000 | -14.2% | 2,100 | -28.5% | 0.00% | – |
| Q1 2020 | $120,000 | -91.6% | 2,937 | -86.5% | 0.00% | -100.0% |
| Q4 2019 | $1,435,000 | +173.9% | 21,836 | +155.2% | 0.01% | +150.0% |
| Q3 2019 | $524,000 | +288.1% | 8,555 | +284.0% | 0.00% | +100.0% |
| Q2 2019 | $135,000 | +42.1% | 2,228 | +41.9% | 0.00% | – |
| Q1 2019 | $95,000 | -13.6% | 1,570 | -23.0% | 0.00% | -100.0% |
| Q4 2018 | $110,000 | +150.0% | 2,038 | +218.9% | 0.00% | – |
| Q3 2018 | $44,000 | +1366.7% | 639 | +1497.5% | 0.00% | – |
| Q2 2018 | $3,000 | – | 40 | +900.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 4 | -90.2% | 0.00% | – |
| Q4 2017 | $5,000 | -86.1% | 41 | -85.5% | 0.00% | – |
| Q3 2017 | $36,000 | – | 283 | +28200.0% | 0.00% | – |
| Q1 2017 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 4 | -90.7% | 0.00% | – |
| Q3 2015 | $4,000 | – | 43 | – | 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% |