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 | $16 | -5.9% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17 | -83.0% | 215 | -83.6% | 0.00% | -83.3% |
| Q1 2023 | $100 | -9.1% | 1,312 | -11.8% | 0.01% | -14.3% |
| Q4 2022 | $110 | -99.4% | 1,487 | +421.8% | 0.01% | +600.0% |
| Q3 2022 | $19,000 | -13.6% | 285 | -4.0% | 0.00% | -50.0% |
| Q2 2022 | $22,000 | -8.3% | 297 | +4.2% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | 0.0% | 285 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $24,000 | +4.3% | 285 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $23,000 | -4.2% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +118.2% | 285 | +111.1% | 0.00% | +100.0% |
| Q1 2021 | $11,000 | -63.3% | 135 | -70.5% | 0.00% | -66.7% |
| Q4 2020 | $30,000 | +30.4% | 458 | +0.2% | 0.00% | +50.0% |
| Q3 2020 | $23,000 | +4.5% | 457 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | +22.2% | 454 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -30.8% | 452 | +16.2% | 0.00% | -33.3% |
| Q4 2019 | $26,000 | +225.0% | 389 | +188.1% | 0.00% | +200.0% |
| Q3 2019 | $8,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | – | 135 | – | 0.00% | – |
Download | ||||||
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% |