SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $255,595 | +26.1% | 3,068 | +9.6% | 0.03% | +8.3% |
Q3 2023 | $202,636 | -8.0% | 2,800 | -1.9% | 0.02% | -22.6% |
Q2 2023 | $220,223 | +11.6% | 2,853 | +10.1% | 0.03% | +40.9% |
Q1 2023 | $197,382 | -19.8% | 2,591 | -11.9% | 0.02% | +29.4% |
Q4 2022 | $246,128 | -6.8% | 2,942 | -13.0% | 0.02% | -5.6% |
Q1 2022 | $264,000 | -1.1% | 3,380 | +2.6% | 0.02% | 0.0% |
Q4 2021 | $267,000 | +16.6% | 3,295 | +22.9% | 0.02% | +20.0% |
Q3 2021 | $229,000 | +7.5% | 2,680 | +5.6% | 0.02% | 0.0% |
Q2 2021 | $213,000 | -1.4% | 2,538 | 0.0% | 0.02% | -11.8% |
Q1 2021 | $216,000 | -70.0% | 2,538 | -77.5% | 0.02% | -80.0% |
Q4 2019 | $719,000 | -89.1% | 11,271 | -89.1% | 0.08% | -90.6% |
Q3 2019 | $6,605,000 | +7.1% | 103,500 | -1.2% | 0.90% | -2.8% |
Q2 2019 | $6,168,000 | -1.7% | 104,709 | +1.6% | 0.93% | -5.2% |
Q1 2019 | $6,277,000 | +3.5% | 103,034 | +7.2% | 0.98% | +0.4% |
Q4 2018 | $6,066,000 | +56.1% | 96,142 | +48.7% | 0.98% | +37.7% |
Q3 2018 | $3,885,000 | – | 64,651 | – | 0.71% | – |
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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% |