SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $436,000 | -8.6% | 5,319 | -4.5% | 0.06% | -8.8% |
| Q2 2021 | $477,000 | +3.7% | 5,570 | -0.7% | 0.07% | -2.9% |
| Q1 2021 | $460,000 | +10.0% | 5,607 | -11.2% | 0.07% | +2.9% |
| Q4 2020 | $418,000 | +31.4% | 6,316 | -0.4% | 0.07% | +17.2% |
| Q3 2020 | $318,000 | +0.3% | 6,341 | -1.8% | 0.06% | -7.9% |
| Q2 2020 | $317,000 | +29.4% | 6,458 | +7.5% | 0.06% | +6.8% |
| Q1 2020 | $245,000 | -40.5% | 6,008 | -4.1% | 0.06% | -21.3% |
| Q4 2019 | $412,000 | +11.4% | 6,263 | +3.8% | 0.08% | +2.7% |
| Q3 2019 | $370,000 | +2.2% | 6,033 | +1.1% | 0.07% | 0.0% |
| Q2 2019 | $362,000 | +2.8% | 5,968 | +2.1% | 0.07% | 0.0% |
| Q1 2019 | $352,000 | +15.0% | 5,843 | +2.6% | 0.07% | +2.8% |
| Q4 2018 | $306,000 | – | 5,694 | – | 0.07% | – |
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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% |