SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $72,979 | +26.7% | 945 | +25.0% | 0.03% | +3.3% |
| Q1 2023 | $57,608 | +212.2% | 756 | +203.6% | 0.03% | +200.0% |
| Q4 2022 | $18,455 | -23.1% | 249 | -30.4% | 0.01% | -33.3% |
| Q3 2022 | $24,000 | -7.7% | 358 | +0.3% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -13.3% | 357 | +0.6% | 0.02% | -11.1% |
| Q1 2022 | $30,000 | -3.2% | 355 | -4.1% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | -29.5% | 370 | -27.7% | 0.02% | -41.9% |
| Q2 2021 | $44,000 | +57.1% | 512 | +51.5% | 0.03% | +34.8% |
| Q1 2021 | $28,000 | +27.3% | 338 | +0.6% | 0.02% | +27.8% |
| Q4 2020 | $22,000 | +100.0% | 336 | +46.7% | 0.02% | +63.6% |
| Q3 2020 | $11,000 | +1000.0% | 229 | +1045.0% | 0.01% | +1000.0% |
| Q3 2018 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | – | 20 | – | 0.00% | – |
Download | ||||||
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% |