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 | $539 | -6.3% | 7,455 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $575 | +1.2% | 7,455 | -0.1% | 0.03% | +3.6% |
| Q1 2023 | $568 | +13.6% | 7,463 | +0.0% | 0.03% | -9.7% |
| Q4 2022 | $500 | -99.9% | 7,461 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $500,000 | -7.4% | 7,461 | 0.0% | 0.03% | +3.3% |
| Q2 2022 | $540,000 | -13.0% | 7,461 | +0.1% | 0.03% | -6.2% |
| Q1 2022 | $621,000 | -1.6% | 7,455 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $631,000 | -4.2% | 7,455 | -7.3% | 0.03% | -18.4% |
| Q3 2021 | $659,000 | -7.8% | 8,042 | -3.6% | 0.04% | -17.4% |
| Q2 2021 | $715,000 | +4.5% | 8,346 | 0.0% | 0.05% | -4.2% |
| Q1 2021 | $684,000 | +23.9% | 8,346 | 0.0% | 0.05% | +17.1% |
| Q4 2020 | $552,000 | +32.1% | 8,346 | 0.0% | 0.04% | +13.9% |
| Q3 2020 | $418,000 | +2.2% | 8,346 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $409,000 | – | 8,346 | – | 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% |