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 | $7,404,616 | -5.6% | 102,316 | +0.6% | 4.29% | +0.2% |
| Q2 2023 | $7,847,058 | +4.0% | 101,659 | +2.6% | 4.28% | +1.7% |
| Q1 2023 | $7,548,448 | +3.3% | 99,087 | +0.6% | 4.21% | +0.9% |
| Q4 2022 | $7,308,815 | +13.1% | 98,475 | +2.3% | 4.17% | +1.2% |
| Q3 2022 | $6,461,000 | -3.0% | 96,231 | +4.6% | 4.12% | +1.8% |
| Q2 2022 | $6,664,000 | -12.1% | 92,026 | +1.1% | 4.04% | -1.1% |
| Q1 2022 | $7,582,000 | +0.2% | 90,991 | +1.9% | 4.09% | +4.5% |
| Q4 2021 | $7,568,000 | +10.8% | 89,328 | +7.2% | 3.92% | +4.6% |
| Q3 2021 | $6,828,000 | -2.5% | 83,304 | +1.9% | 3.74% | +2.5% |
| Q2 2021 | $7,004,000 | +0.1% | 81,719 | -4.3% | 3.66% | -4.2% |
| Q1 2021 | $6,998,000 | +25.0% | 85,347 | +0.9% | 3.82% | +11.7% |
| Q4 2020 | $5,600,000 | +38.5% | 84,601 | +4.8% | 3.42% | +14.4% |
| Q3 2020 | $4,043,000 | +8.2% | 80,719 | +6.1% | 2.99% | +7.0% |
| Q2 2020 | $3,736,000 | +9.4% | 76,050 | -9.0% | 2.79% | +0.0% |
| Q1 2020 | $3,415,000 | – | 83,569 | – | 2.79% | – |
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% |