SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,829 | -24.8% | 39,094 | -19.8% | 0.01% | -15.4% |
| Q2 2023 | $3,761 | +2.1% | 48,726 | +0.8% | 0.01% | -13.3% |
| Q1 2023 | $3,683 | +37.0% | 48,350 | +33.5% | 0.02% | +50.0% |
| Q4 2022 | $2,689 | -99.9% | 36,228 | -1.9% | 0.01% | -9.1% |
| Q3 2022 | $2,480,000 | -54.3% | 36,931 | -50.3% | 0.01% | -56.0% |
| Q2 2022 | $5,427,000 | -9.4% | 74,274 | +3.3% | 0.02% | -3.8% |
| Q1 2022 | $5,989,000 | +47.0% | 71,867 | +49.4% | 0.03% | +62.5% |
| Q4 2021 | $4,075,000 | +3.3% | 48,100 | -0.1% | 0.02% | -5.9% |
| Q3 2021 | $3,945,000 | -17.2% | 48,136 | -13.4% | 0.02% | -19.0% |
| Q2 2021 | $4,765,000 | +4.4% | 55,598 | -0.1% | 0.02% | -4.5% |
| Q1 2021 | $4,563,000 | +27.7% | 55,651 | +3.1% | 0.02% | +29.4% |
| Q4 2020 | $3,572,000 | +1157.7% | 53,959 | +675.1% | 0.02% | +750.0% |
| Q1 2020 | $284,000 | -37.6% | 6,962 | +0.5% | 0.00% | -33.3% |
| Q4 2019 | $455,000 | +8.1% | 6,927 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $421,000 | – | 6,872 | – | 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% |