SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $391,000 | -88.6% | 5,393 | -89.6% | 0.04% | -89.4% |
| Q4 2020 | $3,421,000 | +965.7% | 51,690 | +1927.1% | 0.39% | +437.5% |
| Q4 2017 | $321,000 | +3.9% | 2,550 | +4.4% | 0.07% | 0.0% |
| Q3 2017 | $309,000 | +6.6% | 2,443 | +0.4% | 0.07% | 0.0% |
| Q2 2017 | $290,000 | +1.4% | 2,434 | +0.3% | 0.07% | -4.0% |
| Q1 2017 | $286,000 | -12.0% | 2,426 | -11.1% | 0.08% | -16.7% |
| Q4 2016 | $325,000 | +6.6% | 2,728 | -3.9% | 0.09% | +3.4% |
| Q3 2016 | $305,000 | -9.5% | 2,840 | -15.8% | 0.09% | -6.5% |
| Q2 2016 | $337,000 | -16.8% | 3,371 | -18.8% | 0.09% | -15.5% |
| Q1 2016 | $405,000 | +36.8% | 4,149 | +30.1% | 0.11% | +42.9% |
| Q4 2015 | $296,000 | +33.9% | 3,189 | +36.2% | 0.08% | +35.1% |
| Q3 2015 | $221,000 | +52.4% | 2,341 | +71.1% | 0.06% | +46.2% |
| Q2 2015 | $145,000 | – | 1,368 | – | 0.04% | – |
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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% |