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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $593,000 | +3.5% | 6,997 | +0.2% | 0.18% | -7.6% |
| Q3 2021 | $573,000 | +0.7% | 6,986 | +0.5% | 0.20% | +2.6% |
| Q2 2021 | $569,000 | -0.4% | 6,950 | +1.1% | 0.19% | -7.7% |
| Q1 2021 | $571,000 | +22.8% | 6,877 | -2.1% | 0.21% | +10.6% |
| Q4 2020 | $465,000 | +28.1% | 7,026 | +2.4% | 0.19% | +16.0% |
| Q3 2020 | $363,000 | +2.3% | 6,864 | -5.0% | 0.16% | -8.5% |
| Q2 2020 | $355,000 | +16.8% | 7,227 | -3.5% | 0.18% | +1.1% |
| Q1 2020 | $304,000 | -96.6% | 7,487 | -98.7% | 0.18% | -58.5% |
| Q4 2019 | $8,898,000 | +1439.4% | 584,771 | +6095.9% | 0.42% | +40.2% |
| Q3 2019 | $578,000 | +2.5% | 9,438 | +1.0% | 0.30% | +0.3% |
| Q2 2019 | $564,000 | +5.6% | 9,341 | +5.3% | 0.30% | 0.0% |
| Q1 2019 | $534,000 | +15.3% | 8,871 | +3.3% | 0.30% | -3.8% |
| Q4 2018 | $463,000 | +0.2% | 8,586 | +27.4% | 0.31% | +16.9% |
| Q3 2018 | $462,000 | +39.6% | 6,739 | +35.7% | 0.27% | +27.1% |
| Q2 2018 | $331,000 | – | 4,965 | – | 0.21% | – |
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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% |