SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 254 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,048 | -29.8% | 467 | -30.7% | 0.08% | -25.2% |
| Q1 2023 | $51,345 | -1.5% | 674 | -4.0% | 0.10% | -12.0% |
| Q4 2022 | $52,102 | -76.2% | 702 | -71.3% | 0.12% | +98.3% |
| Q4 2021 | $219,000 | +6.8% | 2,447 | +7.0% | 0.06% | +1.7% |
| Q3 2021 | $205,000 | -79.9% | 2,287 | -85.3% | 0.06% | -84.4% |
| Q4 2019 | $1,019,000 | -10.1% | 15,574 | -15.0% | 0.37% | -17.9% |
| Q3 2019 | $1,133,000 | +22.8% | 18,319 | +9.7% | 0.45% | +7.9% |
| Q2 2019 | $923,000 | -64.5% | 16,702 | -61.3% | 0.42% | -75.1% |
| Q1 2019 | $2,599,000 | -11.0% | 43,112 | +0.3% | 1.68% | +18.1% |
| Q4 2018 | $2,921,000 | +227.5% | 42,995 | +228.7% | 1.42% | +197.5% |
| Q3 2018 | $892,000 | -82.4% | 13,080 | -82.4% | 0.48% | -79.2% |
| Q2 2018 | $5,063,000 | +207.0% | 74,261 | +455.5% | 2.30% | +196.1% |
| Q4 2017 | $1,649,000 | +93.8% | 13,368 | +98.5% | 0.78% | +41.4% |
| Q3 2017 | $851,000 | -14.0% | 6,734 | -18.9% | 0.55% | -39.4% |
| Q2 2017 | $990,000 | -1.4% | 8,304 | -2.4% | 0.90% | +27.1% |
| Q1 2017 | $1,004,000 | -6.1% | 8,509 | -5.2% | 0.71% | -17.5% |
| Q4 2016 | $1,069,000 | +3.0% | 8,980 | -7.2% | 0.86% | -2.5% |
| Q3 2016 | $1,038,000 | -0.6% | 9,678 | -7.3% | 0.88% | +9.5% |
| Q2 2016 | $1,044,000 | -20.3% | 10,437 | -26.0% | 0.81% | -25.9% |
| Q1 2016 | $1,310,000 | 0.0% | 14,106 | -30.1% | 1.09% | +11.6% |
| Q4 2015 | $1,310,000 | – | 20,169 | – | 0.98% | – |
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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% |