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 | $436,624 | -0.7% | 6,033 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $439,505 | +12.2% | 5,694 | +10.7% | 0.01% | 0.0% |
| Q1 2023 | $391,697 | +6.4% | 5,142 | +3.7% | 0.01% | 0.0% |
| Q4 2022 | $368,018 | +11.5% | 4,958 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $330,000 | -3.2% | 4,914 | +4.4% | 0.01% | 0.0% |
| Q2 2022 | $341,000 | +30.2% | 4,705 | +49.7% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | -35.5% | 3,144 | -49.1% | 0.00% | -55.6% |
| Q4 2019 | $406,000 | +16.3% | 6,173 | +8.5% | 0.01% | -35.7% |
| Q3 2019 | $349,000 | +17.9% | 5,688 | +16.5% | 0.01% | +7.7% |
| Q2 2019 | $296,000 | -37.0% | 4,883 | -37.3% | 0.01% | -48.0% |
| Q1 2019 | $470,000 | +83.6% | 7,791 | +63.4% | 0.02% | -41.9% |
| Q4 2018 | $256,000 | – | 4,769 | – | 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% |