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 | $332,961 | -6.2% | 4,601 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $355,137 | +16.5% | 4,601 | +15.0% | 0.00% | +50.0% |
| Q1 2023 | $304,782 | +2.6% | 4,001 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $296,954 | +10.4% | 4,001 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $269,000 | -7.2% | 4,001 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $290,000 | -15.2% | 4,001 | -2.4% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | -1.4% | 4,101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $347,000 | -9.9% | 4,101 | -12.8% | 0.00% | -33.3% |
| Q3 2021 | $385,000 | -4.5% | 4,701 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $403,000 | +4.7% | 4,701 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $385,000 | +23.8% | 4,701 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $311,000 | +27.5% | 4,701 | -3.4% | 0.00% | 0.0% |
| Q3 2020 | $244,000 | +2.1% | 4,868 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $239,000 | +15.5% | 4,868 | -3.9% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -35.7% | 5,068 | +3.4% | 0.00% | 0.0% |
| Q4 2019 | $322,000 | +7.3% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $300,000 | +1.0% | 4,900 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $297,000 | +0.7% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $295,000 | -53.0% | 4,900 | -58.0% | 0.00% | -57.1% |
| Q4 2018 | $628,000 | +87.5% | 11,660 | +138.0% | 0.01% | +133.3% |
| Q3 2018 | $335,000 | +2.4% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $327,000 | +7.9% | 4,900 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $303,000 | -1.6% | 2,450 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $308,000 | -2.2% | 2,450 | -1.6% | 0.00% | 0.0% |
| Q3 2017 | $315,000 | +6.1% | 2,490 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $297,000 | +1.0% | 2,490 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $294,000 | -0.7% | 2,490 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $296,000 | +10.9% | 2,490 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $267,000 | +6.0% | 2,490 | -1.0% | 0.00% | 0.0% |
| Q2 2016 | $252,000 | +1.6% | 2,515 | -1.0% | 0.00% | 0.0% |
| Q1 2016 | $248,000 | +5.1% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $236,000 | -1.7% | 2,540 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $240,000 | -11.1% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $270,000 | -0.7% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $272,000 | +1.1% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $269,000 | +3.5% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $260,000 | -7.1% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $280,000 | -8.8% | 2,540 | -10.6% | 0.00% | -20.0% |
| Q1 2014 | $307,000 | +1.7% | 2,840 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $302,000 | +8.2% | 2,840 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $279,000 | +10.7% | 2,840 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $252,000 | – | 2,840 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 635,809 | $31,848,000 | 12.39% |
| N.E.W. Advisory Services LLC | 548,342 | $27,488,000 | 7.76% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 117,219 | $5,871,000 | 4.87% |
| ERTS Wealth Advisors, LLC | 248,305 | $12,438,000 | 4.68% |
| Resource Management, LLC | 565,665 | $28,334,000 | 4.62% |
| Redwood Investment Management, LLC | 365,196 | $18,282,000 | 4.54% |
| NorthRock Partners, LLC | 728,798 | $36,506,000 | 4.05% |
| Indie Asset Partners, LLC | 58,651 | $2,938,000 | 3.68% |
| Financial Advisory Group | 226,781 | $11,359,000 | 3.67% |
| Financial Strategies Group, Inc. | 101,800 | $5,099,000 | 3.44% |