SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $533,752 | -6.2% | 7,375 | 0.0% | 0.03% | -5.9% |
Q2 2023 | $569,246 | +1.3% | 7,375 | +0.0% | 0.03% | -5.6% |
Q1 2023 | $561,736 | +0.9% | 7,374 | -1.7% | 0.04% | -10.0% |
Q4 2022 | $556,520 | -25.6% | 7,498 | -32.7% | 0.04% | -37.5% |
Q3 2022 | $748,000 | -7.3% | 11,142 | +0.0% | 0.06% | -9.9% |
Q2 2022 | $807,000 | -13.4% | 11,141 | -0.4% | 0.07% | -9.0% |
Q1 2022 | $932,000 | -1.7% | 11,190 | 0.0% | 0.08% | -4.9% |
Q4 2021 | $948,000 | +2.3% | 11,190 | -1.1% | 0.08% | -17.2% |
Q3 2021 | $927,000 | -4.4% | 11,314 | +0.0% | 0.10% | -27.7% |
Q2 2021 | $970,000 | +4.6% | 11,313 | +0.0% | 0.14% | -13.8% |
Q1 2021 | $927,000 | +13.3% | 11,312 | -2.4% | 0.16% | +5.3% |
Q4 2020 | $818,000 | +40.8% | 11,593 | +0.0% | 0.15% | +19.8% |
Q3 2020 | $581,000 | +4.9% | 11,592 | +0.0% | 0.13% | +1.6% |
Q2 2020 | $554,000 | +12.4% | 11,591 | +0.0% | 0.12% | -1.6% |
Q1 2020 | $493,000 | -35.6% | 11,589 | -0.5% | 0.13% | -22.7% |
Q4 2019 | $765,000 | +7.1% | 11,649 | +0.0% | 0.16% | -4.7% |
Q3 2019 | $714,000 | +3.9% | 11,648 | +2.8% | 0.17% | +1.8% |
Q2 2019 | $687,000 | +0.6% | 11,328 | 0.0% | 0.17% | -1.2% |
Q1 2019 | $683,000 | +12.0% | 11,328 | 0.0% | 0.17% | -2.3% |
Q4 2018 | $610,000 | -21.1% | 11,328 | 0.0% | 0.17% | -13.0% |
Q3 2018 | $773,000 | +1.8% | 11,328 | -0.4% | 0.20% | -2.9% |
Q2 2018 | $759,000 | +9.1% | 11,370 | +101.8% | 0.21% | +6.7% |
Q1 2018 | $696,000 | -1.7% | 5,633 | 0.0% | 0.19% | +2.1% |
Q4 2017 | $708,000 | -0.6% | 5,633 | 0.0% | 0.19% | -9.6% |
Q3 2017 | $712,000 | +6.0% | 5,633 | 0.0% | 0.21% | +3.0% |
Q2 2017 | $672,000 | +1.1% | 5,633 | 0.0% | 0.20% | -6.0% |
Q1 2017 | $665,000 | -0.7% | 5,633 | 0.0% | 0.22% | -4.4% |
Q4 2016 | $670,000 | +10.9% | 5,633 | 0.0% | 0.23% | +8.1% |
Q3 2016 | $604,000 | +7.1% | 5,633 | 0.0% | 0.21% | +3.0% |
Q2 2016 | $564,000 | +2.7% | 5,633 | 0.0% | 0.20% | +2.0% |
Q1 2016 | $549,000 | +5.0% | 5,633 | 0.0% | 0.20% | 0.0% |
Q4 2015 | $523,000 | -1.7% | 5,633 | 0.0% | 0.20% | -8.7% |
Q3 2015 | $532,000 | -11.0% | 5,633 | 0.0% | 0.22% | -4.0% |
Q2 2015 | $598,000 | -0.8% | 5,633 | 0.0% | 0.23% | -2.2% |
Q1 2015 | $603,000 | +1.2% | 5,633 | 0.0% | 0.23% | -2.9% |
Q4 2014 | $596,000 | +3.5% | 5,633 | 0.0% | 0.24% | +1.3% |
Q3 2014 | $576,000 | -7.2% | 5,633 | 0.0% | 0.24% | -7.5% |
Q2 2014 | $621,000 | +2.0% | 5,633 | 0.0% | 0.26% | -1.2% |
Q1 2014 | $609,000 | -6.3% | 5,633 | -7.8% | 0.26% | -5.5% |
Q4 2013 | $650,000 | +5.5% | 6,110 | -2.7% | 0.27% | -2.2% |
Q3 2013 | $616,000 | -5.1% | 6,277 | -14.0% | 0.28% | -9.1% |
Q2 2013 | $649,000 | – | 7,299 | – | 0.31% | – |
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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% |