SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $982,640 | -7.4% | 13,578 | -5.1% | 0.22% | -21.4% |
Q4 2022 | $1,061,420 | +19.9% | 14,301 | +8.5% | 0.28% | +7.3% |
Q3 2022 | $885,000 | -3.1% | 13,177 | +4.5% | 0.26% | +2.7% |
Q2 2022 | $913,000 | -10.5% | 12,606 | +2.9% | 0.26% | +1.6% |
Q1 2022 | $1,020,000 | -2.1% | 12,246 | -0.5% | 0.25% | +7.3% |
Q4 2021 | $1,042,000 | -5.5% | 12,304 | -0.1% | 0.23% | -7.9% |
Q3 2021 | $1,103,000 | +3.4% | 12,320 | -1.0% | 0.25% | -19.4% |
Q2 2021 | $1,067,000 | +1.1% | 12,446 | -3.2% | 0.32% | -7.6% |
Q1 2021 | $1,055,000 | +24.0% | 12,862 | +0.0% | 0.34% | +16.8% |
Q4 2020 | $851,000 | +32.3% | 12,858 | +0.2% | 0.29% | +15.9% |
Q3 2020 | $643,000 | +0.3% | 12,831 | -1.7% | 0.25% | -3.4% |
Q2 2020 | $641,000 | – | 13,054 | – | 0.26% | – |
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% |