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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,308 | -99.9% | 17,617 | -27.0% | 0.34% | -29.4% |
| Q3 2022 | $1,621,000 | +4.2% | 24,148 | +12.4% | 0.49% | +6.6% |
| Q2 2022 | $1,555,000 | -18.8% | 21,479 | -6.5% | 0.46% | -17.8% |
| Q1 2022 | $1,914,000 | -0.9% | 22,963 | +0.7% | 0.56% | -11.2% |
| Q4 2021 | $1,932,000 | +14.7% | 22,801 | +11.0% | 0.63% | -38.9% |
| Q3 2021 | $1,684,000 | +5.5% | 20,550 | +10.4% | 1.02% | -6.6% |
| Q2 2021 | $1,596,000 | +35.8% | 18,622 | +29.9% | 1.10% | +22.7% |
| Q1 2021 | $1,175,000 | +235.7% | 14,335 | +171.3% | 0.89% | +229.5% |
| Q4 2020 | $350,000 | +42.3% | 5,284 | +7.6% | 0.27% | +33.5% |
| Q3 2020 | $246,000 | +65.1% | 4,911 | +62.1% | 0.20% | +63.7% |
| Q2 2020 | $149,000 | – | 3,029 | – | 0.12% | – |
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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% |