SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 263 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,235 | -15.6% | 280 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $23,976 | +1.3% | 311 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,662 | +7.5% | 311 | +4.7% | 0.00% | 0.0% |
| Q4 2022 | $22,014 | +22.3% | 297 | +11.7% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 266 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | +5.6% | 266 | +23.7% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +100.0% | 215 | +19.4% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | -82.7% | 180 | -85.9% | 0.00% | -75.0% |
| Q1 2020 | $52,000 | -90.0% | 1,280 | -83.8% | 0.00% | -89.5% |
| Q4 2019 | $520,000 | +23.5% | 7,920 | +15.1% | 0.04% | +8.6% |
| Q3 2019 | $421,000 | +1.0% | 6,880 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $417,000 | -5.9% | 6,880 | -6.3% | 0.04% | -5.3% |
| Q1 2019 | $443,000 | +12.2% | 7,342 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $395,000 | +3191.7% | 7,342 | +3978.9% | 0.04% | +3600.0% |
| Q3 2018 | $12,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 180 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | +10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 90 | 0.0% | 0.00% | -50.0% |
| Q1 2016 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -20.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $9,000 | -10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | -25.0% |
| Q1 2014 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $8,000 | – | 90 | – | 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% |