SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $206,672 | -4.1% | 2,677 | -5.4% | 0.01% | -15.4% |
Q1 2023 | $215,483 | -41.8% | 2,829 | -43.3% | 0.01% | -48.0% |
Q4 2022 | $370,228 | +14.6% | 4,988 | +3.8% | 0.02% | 0.0% |
Q3 2022 | $323,000 | -7.2% | 4,806 | +0.1% | 0.02% | -7.4% |
Q2 2022 | $348,000 | -22.7% | 4,802 | -11.1% | 0.03% | -12.9% |
Q1 2022 | $450,000 | -2.4% | 5,401 | -0.7% | 0.03% | -6.1% |
Q4 2021 | $461,000 | +3.6% | 5,438 | +0.1% | 0.03% | 0.0% |
Q3 2021 | $445,000 | -7.9% | 5,433 | -3.5% | 0.03% | -13.2% |
Q2 2021 | $483,000 | +4.5% | 5,631 | 0.0% | 0.04% | -11.6% |
Q1 2021 | $462,000 | +22.9% | 5,631 | -0.9% | 0.04% | +22.9% |
Q4 2020 | $376,000 | +42.4% | 5,680 | +41.5% | 0.04% | -2.8% |
Q4 2019 | $264,000 | -65.2% | 4,013 | -67.6% | 0.04% | -69.5% |
Q3 2019 | $759,000 | +7.7% | 12,389 | +6.6% | 0.12% | +4.4% |
Q2 2019 | $705,000 | +38.0% | 11,618 | +37.1% | 0.11% | +17.7% |
Q1 2019 | $511,000 | +14.3% | 8,475 | +13.0% | 0.10% | +1.1% |
Q4 2018 | $447,000 | +20.5% | 7,501 | +38.2% | 0.10% | +23.4% |
Q3 2018 | $371,000 | – | 5,429 | – | 0.08% | – |
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% |