SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 41 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15,809 | +12.9% | 213 | – | 0.01% | +20.0% |
| Q3 2022 | $14,000 | -6.7% | 0 | -100.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 213 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | +5.9% | 213 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 213 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | -5.3% | 213 | -27.6% | 0.01% | -16.7% |
| Q4 2020 | $19,000 | +26.7% | 294 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 294 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 294 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $12,000 | -36.8% | 294 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $19,000 | +5.6% | 294 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 294 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | -20.0% | 294 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $20,000 | -60.0% | 294 | -26.7% | 0.01% | -62.5% |
| Q1 2018 | $50,000 | 0.0% | 401 | +0.2% | 0.02% | 0.0% |
| Q4 2017 | $50,000 | +2.0% | 400 | +2.6% | 0.02% | 0.0% |
| Q3 2017 | $49,000 | -29.0% | 390 | -32.5% | 0.02% | -33.3% |
| Q2 2017 | $69,000 | +50.0% | 578 | +49.0% | 0.02% | +50.0% |
| Q1 2017 | $46,000 | 0.0% | 388 | +0.3% | 0.02% | -5.9% |
| Q4 2016 | $46,000 | +12.2% | 387 | +0.8% | 0.02% | +13.3% |
| Q3 2016 | $41,000 | +7.9% | 384 | 0.0% | 0.02% | +7.1% |
| Q2 2016 | $38,000 | +2.7% | 384 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $37,000 | +2.8% | 384 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $36,000 | +157.1% | 384 | +161.2% | 0.01% | +140.0% |
| Q3 2015 | $14,000 | -54.8% | 147 | -50.3% | 0.01% | -54.5% |
| Q2 2015 | $31,000 | -44.6% | 296 | -44.5% | 0.01% | -38.9% |
| Q1 2015 | $56,000 | 0.0% | 533 | 0.0% | 0.02% | -5.3% |
| Q4 2014 | $56,000 | -37.1% | 533 | -34.1% | 0.02% | -40.6% |
| Q3 2014 | $89,000 | +41.3% | 809 | +41.4% | 0.03% | +39.1% |
| Q2 2014 | $63,000 | +1.6% | 572 | 0.0% | 0.02% | -4.2% |
| Q1 2014 | $62,000 | +1.6% | 572 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $61,000 | +19.6% | 572 | +10.4% | 0.02% | +9.1% |
| Q3 2013 | $51,000 | – | 518 | – | 0.02% | – |
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% |