SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,800 | -13.0% | 7,100 | -7.2% | 0.02% | -7.7% |
| Q2 2023 | $590,513 | +8.6% | 7,650 | +7.2% | 0.03% | +13.0% |
| Q1 2023 | $543,807 | -14.4% | 7,138 | -16.6% | 0.02% | -23.3% |
| Q4 2022 | $635,453 | +13.1% | 8,562 | +2.2% | 0.03% | -6.2% |
| Q3 2022 | $562,000 | +161.4% | 8,376 | +181.5% | 0.03% | +146.2% |
| Q2 2022 | $215,000 | -79.3% | 2,975 | -76.5% | 0.01% | -80.9% |
| Q3 2021 | $1,039,000 | -2.5% | 12,673 | +1.9% | 0.07% | -4.2% |
| Q2 2021 | $1,066,000 | +23.8% | 12,442 | +18.5% | 0.07% | +14.5% |
| Q1 2021 | $861,000 | +32.3% | 10,501 | +6.7% | 0.06% | +6.9% |
| Q4 2020 | $651,000 | +29.4% | 9,838 | -2.1% | 0.06% | +5.5% |
| Q3 2020 | $503,000 | +9.8% | 10,050 | +7.8% | 0.06% | -3.5% |
| Q2 2020 | $458,000 | +536.1% | 9,325 | +426.5% | 0.06% | +418.2% |
| Q1 2020 | $72,000 | -35.1% | 1,771 | +4.9% | 0.01% | -21.4% |
| Q4 2019 | $111,000 | – | 1,689 | – | 0.01% | – |
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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% |