SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24 | +14.3% | 286 | 0.0% | 0.00% | – |
| Q3 2023 | $21 | -4.5% | 286 | 0.0% | 0.00% | – |
| Q2 2023 | $22 | 0.0% | 286 | 0.0% | 0.00% | – |
| Q1 2023 | $22 | +4.8% | 286 | 0.0% | 0.00% | – |
| Q4 2022 | $21 | -99.9% | 286 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -9.5% | 286 | 0.0% | 0.00% | – |
| Q2 2022 | $21,000 | -12.5% | 286 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | +4.3% | 286 | 0.0% | 0.00% | – |
| Q3 2021 | $23,000 | -41.0% | 286 | -36.6% | 0.00% | -100.0% |
| Q2 2021 | $39,000 | +5.4% | 451 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +23.3% | 451 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +30.4% | 451 | -0.2% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +43.8% | 452 | +39.1% | 0.00% | – |
| Q2 2020 | $16,000 | – | 325 | – | 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% |