SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,965,206 | +2.6% | 180,920 | +1.3% | 1.40% | -0.4% |
| Q1 2023 | $13,611,117 | +1.7% | 178,670 | -0.9% | 1.40% | -3.4% |
| Q4 2022 | $13,384,308 | +17.7% | 180,333 | +6.4% | 1.45% | +6.6% |
| Q3 2022 | $11,375,000 | -5.1% | 169,423 | +2.4% | 1.36% | -0.8% |
| Q2 2022 | $11,983,000 | -9.2% | 165,484 | +4.5% | 1.37% | -2.8% |
| Q1 2022 | $13,195,000 | -3.1% | 158,348 | -1.4% | 1.41% | -0.7% |
| Q4 2021 | $13,613,000 | +3.4% | 160,676 | +0.0% | 1.42% | -4.8% |
| Q3 2021 | $13,163,000 | -1.8% | 160,598 | +2.7% | 1.49% | -6.2% |
| Q2 2021 | $13,399,000 | +6.3% | 156,331 | +1.7% | 1.59% | -1.8% |
| Q1 2021 | $12,607,000 | +10.8% | 153,767 | -10.6% | 1.62% | +1.1% |
| Q4 2020 | $11,379,000 | +32.8% | 171,918 | +0.5% | 1.60% | +18.1% |
| Q3 2020 | $8,571,000 | +5.5% | 171,120 | +3.5% | 1.36% | -2.5% |
| Q2 2020 | $8,122,000 | +41.8% | 165,347 | +17.9% | 1.39% | +18.6% |
| Q1 2020 | $5,729,000 | -15.4% | 140,217 | +36.1% | 1.17% | -2.7% |
| Q4 2019 | $6,769,000 | +5.8% | 103,020 | -1.3% | 1.20% | -4.7% |
| Q3 2019 | $6,396,000 | – | 104,407 | – | 1.26% | – |
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% |