SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,683 | -17.5% | 3,015 | -19.6% | 0.02% | -25.9% |
| Q4 2022 | $278,473 | -18.8% | 3,752 | -26.1% | 0.03% | -6.9% |
| Q3 2022 | $343,000 | -5.8% | 5,076 | +0.9% | 0.03% | -25.6% |
| Q2 2022 | $364,000 | -18.2% | 5,029 | -7.4% | 0.04% | -9.3% |
| Q1 2022 | $445,000 | +4.7% | 5,428 | +8.1% | 0.04% | +26.5% |
| Q4 2021 | $425,000 | -3.6% | 5,021 | -6.8% | 0.03% | -12.8% |
| Q3 2021 | $441,000 | -4.5% | 5,390 | -0.1% | 0.04% | -9.3% |
| Q2 2021 | $462,000 | +3.8% | 5,397 | -0.6% | 0.04% | -4.4% |
| Q1 2021 | $445,000 | +24.6% | 5,428 | +0.4% | 0.04% | +15.4% |
| Q4 2020 | $357,000 | +28.9% | 5,405 | -2.4% | 0.04% | +8.3% |
| Q3 2020 | $277,000 | -13.7% | 5,536 | -15.5% | 0.04% | -18.2% |
| Q2 2020 | $321,000 | +36.0% | 6,549 | +13.4% | 0.04% | +2.3% |
| Q1 2020 | $236,000 | -15.4% | 5,777 | +35.9% | 0.04% | +4.9% |
| Q4 2019 | $279,000 | +6.5% | 4,251 | -0.7% | 0.04% | -4.7% |
| Q3 2019 | $262,000 | +15.9% | 4,281 | +14.8% | 0.04% | +13.2% |
| Q2 2019 | $226,000 | – | 3,730 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
| N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
| Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
| MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
| Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
| Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
| Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
| Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
| LPWM LLC | 61,512 | $4,042,000 | 3.74% |