SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,324 | -6.2% | 6,886 | +0.0% | 0.04% | 0.0% |
| Q2 2023 | $531,479 | -6.4% | 6,885 | -7.6% | 0.04% | -9.1% |
| Q1 2023 | $567,909 | +1.5% | 7,455 | -1.1% | 0.04% | -6.4% |
| Q4 2022 | $559,581 | +2.1% | 7,539 | -7.6% | 0.05% | -7.8% |
| Q3 2022 | $548,000 | -31.7% | 8,157 | -26.3% | 0.05% | -28.2% |
| Q2 2022 | $802,000 | -14.7% | 11,073 | -1.8% | 0.07% | -4.1% |
| Q1 2022 | $940,000 | -1.8% | 11,280 | -0.2% | 0.07% | +4.2% |
| Q4 2021 | $957,000 | -18.8% | 11,298 | -21.5% | 0.07% | -26.8% |
| Q3 2021 | $1,179,000 | -10.7% | 14,384 | -6.7% | 0.10% | -11.0% |
| Q2 2021 | $1,321,000 | +1.7% | 15,414 | -2.7% | 0.11% | -1.8% |
| Q1 2021 | $1,299,000 | +20.8% | 15,837 | -2.5% | 0.11% | -21.3% |
| Q4 2020 | $1,075,000 | – | 16,249 | – | 0.14% | – |
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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% |