SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,632,428 | -64.1% | 119,282 | -61.7% | 1.48% | -75.8% |
| Q2 2023 | $24,059,020 | +0.0% | 311,686 | -1.3% | 6.11% | +0.6% |
| Q1 2023 | $24,056,832 | +16.5% | 315,789 | +13.5% | 6.07% | +14.4% |
| Q4 2022 | $20,654,595 | +2.7% | 278,289 | -7.1% | 5.31% | -4.8% |
| Q3 2022 | $20,121,000 | – | 299,691 | – | 5.58% | – |
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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% |