SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,940 | -14.6% | 4,670 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $395,921 | -61.8% | 5,129 | -62.3% | 0.00% | -70.0% |
| Q1 2023 | $1,036,971 | -19.8% | 13,612 | -21.9% | 0.01% | -28.6% |
| Q4 2022 | $1,293,163 | +35.8% | 17,423 | +22.9% | 0.01% | +16.7% |
| Q3 2022 | $952,000 | -14.8% | 14,181 | -8.1% | 0.01% | -20.0% |
| Q2 2022 | $1,118,000 | -22.9% | 15,435 | -11.4% | 0.02% | -21.1% |
| Q1 2022 | $1,451,000 | +51.1% | 17,412 | +53.7% | 0.02% | +35.7% |
| Q4 2021 | $960,000 | -2.3% | 11,328 | -5.6% | 0.01% | -12.5% |
| Q3 2021 | $983,000 | +18.0% | 11,994 | +23.4% | 0.02% | +6.7% |
| Q2 2021 | $833,000 | +20725.0% | 9,716 | +20141.7% | 0.02% | – |
| Q1 2021 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +200.0% | 48 | +860.0% | 0.00% | – |
| Q3 2016 | $1,000 | – | 5 | – | 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% |