SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 192 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $233,000 | -74.3% | 5,693 | -58.8% | 0.12% | -65.9% |
| Q4 2019 | $908,000 | +7.1% | 13,814 | -0.2% | 0.34% | -0.9% |
| Q3 2019 | $848,000 | -8.5% | 13,844 | -9.4% | 0.34% | -14.1% |
| Q2 2019 | $927,000 | -3.4% | 15,275 | -4.1% | 0.40% | -6.2% |
| Q1 2019 | $960,000 | +3.1% | 15,925 | -7.9% | 0.42% | +0.2% |
| Q4 2018 | $931,000 | -22.4% | 17,291 | -1.5% | 0.42% | -7.7% |
| Q3 2018 | $1,199,000 | +10.0% | 17,559 | +7.6% | 0.46% | 0.0% |
| Q2 2018 | $1,090,000 | – | 16,316 | – | 0.46% | – |
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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% |