SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $574,009 | -21.2% | 7,932 | -15.9% | 0.05% | -16.9% |
Q2 2023 | $728,463 | -5.2% | 9,437 | -6.4% | 0.06% | -13.3% |
Q1 2023 | $768,440 | +27.6% | 10,087 | +12.5% | 0.08% | +11.9% |
Q3 2022 | $602,000 | -10.5% | 8,964 | -3.6% | 0.07% | -10.7% |
Q2 2022 | $673,000 | -11.3% | 9,296 | +2.0% | 0.08% | +1.4% |
Q1 2022 | $759,000 | -14.3% | 9,114 | -13.1% | 0.07% | -11.9% |
Q4 2021 | $886,000 | -3.3% | 10,486 | -6.2% | 0.08% | -13.4% |
Q3 2021 | $916,000 | +17.7% | 11,175 | +23.1% | 0.10% | +18.3% |
Q2 2021 | $778,000 | +3.2% | 9,078 | -1.3% | 0.08% | -7.9% |
Q1 2021 | $754,000 | +9.8% | 9,195 | -11.4% | 0.09% | +3.5% |
Q4 2020 | $687,000 | +230.3% | 10,381 | +150.5% | 0.09% | +177.4% |
Q3 2020 | $208,000 | -42.9% | 4,144 | -25.1% | 0.03% | -47.5% |
Q4 2019 | $364,000 | +24.7% | 5,532 | +16.0% | 0.06% | +13.5% |
Q3 2019 | $292,000 | +17.7% | 4,771 | +17.3% | 0.05% | +15.6% |
Q2 2019 | $248,000 | -7.1% | 4,068 | +15.8% | 0.04% | +40.6% |
Q1 2019 | $267,000 | +69.0% | 3,512 | -82.5% | 0.03% | +1500.0% |
Q3 2018 | $158,000 | – | 20,117 | – | 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% |