SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $394,997 | -3.1% | 5,458 | +3.4% | 0.07% | +6.1% |
Q2 2023 | $407,565 | +2.2% | 5,280 | +0.9% | 0.07% | -1.5% |
Q1 2023 | $398,804 | +95997.3% | 5,235 | -6.5% | 0.07% | -11.8% |
Q4 2022 | $415 | -99.9% | 5,596 | +2.3% | 0.08% | +7.0% |
Q3 2022 | $367,000 | +8.9% | 5,469 | +17.5% | 0.07% | +20.3% |
Q2 2022 | $337,000 | -4.8% | 4,653 | +9.6% | 0.06% | +13.5% |
Q1 2022 | $354,000 | +2.6% | 4,245 | +4.2% | 0.05% | +6.1% |
Q4 2021 | $345,000 | +3.0% | 4,075 | -0.2% | 0.05% | -2.0% |
Q3 2021 | $335,000 | -8.7% | 4,084 | -4.6% | 0.05% | -5.7% |
Q2 2021 | $367,000 | +2.5% | 4,281 | -1.9% | 0.05% | -1.9% |
Q1 2021 | $358,000 | +17.8% | 4,365 | -5.0% | 0.05% | +3.8% |
Q4 2020 | $304,000 | +27.7% | 4,597 | -3.2% | 0.05% | +15.6% |
Q3 2020 | $238,000 | +3.5% | 4,749 | +1.5% | 0.04% | +2.3% |
Q2 2020 | $230,000 | +7.5% | 4,680 | +43.9% | 0.04% | +25.7% |
Q4 2019 | $214,000 | – | 3,253 | – | 0.04% | – |
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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% |