SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $259,923 | -12.1% | 3,721 | -0.0% | 0.06% | -7.4% |
Q2 2023 | $295,719 | -14.5% | 3,722 | -22.6% | 0.07% | -12.8% |
Q1 2023 | $345,762 | -53.1% | 4,810 | -51.6% | 0.08% | -51.2% |
Q4 2022 | $736,824 | +10.5% | 9,928 | 0.0% | 0.16% | +1.3% |
Q3 2022 | $667,000 | -12.7% | 9,928 | -6.0% | 0.16% | -7.6% |
Q2 2022 | $764,000 | -15.9% | 10,561 | -3.2% | 0.17% | -2.8% |
Q1 2022 | $908,000 | +4.1% | 10,905 | +5.9% | 0.18% | +6.0% |
Q4 2021 | $872,000 | +1.2% | 10,295 | -2.1% | 0.17% | -0.6% |
Q3 2021 | $862,000 | -4.5% | 10,520 | -0.1% | 0.17% | -6.7% |
Q2 2021 | $903,000 | +3.3% | 10,532 | -1.3% | 0.18% | -8.2% |
Q1 2021 | $874,000 | +20.9% | 10,668 | -2.3% | 0.20% | -38.1% |
Q4 2020 | $723,000 | +27.1% | 10,920 | -3.8% | 0.32% | +128.3% |
Q3 2020 | $569,000 | -35.2% | 11,354 | -36.5% | 0.14% | -39.5% |
Q2 2020 | $878,000 | -26.5% | 17,873 | -38.9% | 0.23% | -32.3% |
Q1 2020 | $1,195,000 | -49.2% | 29,238 | -18.3% | 0.34% | -39.1% |
Q4 2019 | $2,351,000 | +3.2% | 35,776 | -3.7% | 0.55% | +9.7% |
Q3 2019 | $2,277,000 | – | 37,165 | – | 0.50% | – |
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% |