SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,483,874 | +93.3% | 20,504 | +106.1% | 0.00% | – |
| Q2 2023 | $767,809 | -62.6% | 9,947 | -63.1% | 0.00% | – |
| Q1 2023 | $2,052,975 | -85.3% | 26,949 | -85.7% | 0.00% | -100.0% |
| Q4 2022 | $13,948,165 | +737.2% | 187,930 | +657.2% | 0.00% | – |
| Q3 2022 | $1,666,000 | -92.6% | 24,818 | -92.0% | 0.00% | -100.0% |
| Q2 2022 | $22,572,000 | +394.6% | 311,722 | +478.6% | 0.01% | +500.0% |
| Q4 2021 | $4,564,000 | +605.4% | 53,871 | +581.9% | 0.00% | – |
| Q3 2021 | $647,000 | -72.4% | 7,900 | -71.2% | 0.00% | – |
| Q2 2021 | $2,347,000 | -31.1% | 27,385 | -34.1% | 0.00% | -100.0% |
| Q1 2021 | $3,408,000 | +145.0% | 41,567 | +46.8% | 0.00% | – |
| Q2 2020 | $1,391,000 | +121.1% | 28,311 | +83.8% | 0.00% | – |
| Q1 2020 | $629,000 | -59.4% | 15,402 | -34.7% | 0.00% | -100.0% |
| Q4 2019 | $1,550,000 | -23.6% | 23,589 | -29.5% | 0.00% | 0.0% |
| Q2 2019 | $2,030,000 | -36.9% | 33,456 | +22.7% | 0.00% | -66.7% |
| Q1 2017 | $3,219,000 | +22.3% | 27,274 | +9.8% | 0.00% | +50.0% |
| Q2 2015 | $2,633,000 | -19.5% | 24,836 | -18.8% | 0.00% | -33.3% |
| Q1 2015 | $3,271,000 | – | 30,589 | – | 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% |