SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 263 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,018 | +10.8% | 3,358 | +18.2% | 0.05% | +22.0% |
| Q2 2023 | $219,297 | -31.6% | 2,841 | -32.5% | 0.04% | -36.9% |
| Q1 2023 | $320,718 | -7.1% | 4,210 | -9.5% | 0.06% | +41.3% |
| Q4 2022 | $345,123 | +4.0% | 4,650 | -6.0% | 0.05% | -43.2% |
| Q3 2022 | $332,000 | -6.5% | 4,946 | +0.9% | 0.08% | +12.5% |
| Q2 2022 | $355,000 | -10.1% | 4,903 | +3.5% | 0.07% | +2.9% |
| Q1 2022 | $395,000 | +8.2% | 4,736 | +9.9% | 0.07% | +14.8% |
| Q4 2021 | $365,000 | +2.8% | 4,308 | -0.6% | 0.06% | -3.2% |
| Q3 2021 | $355,000 | +65.1% | 4,333 | +72.6% | 0.06% | +61.5% |
| Q2 2021 | $215,000 | +593.5% | 2,511 | +555.6% | 0.04% | +457.1% |
| Q1 2021 | $31,000 | +34.8% | 383 | +12.6% | 0.01% | +16.7% |
| Q4 2020 | $23,000 | +2200.0% | 340 | +1900.0% | 0.01% | – |
| Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 17 | +54.5% | 0.00% | – |
| Q1 2020 | $0 | – | 11 | +57.1% | 0.00% | – |
| Q4 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 7 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 7 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 7 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $1,000 | – | 7 | – | 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% |