SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,312 | 0.0% | 17 | 0.0% | 0.00% | – |
Q2 2023 | $1,312 | +72.2% | 17 | +70.0% | 0.00% | – |
Q1 2023 | $762 | +0.5% | 10 | -56.5% | 0.00% | – |
Q4 2022 | $758 | -24.2% | 23 | +35.3% | 0.00% | – |
Q3 2022 | $1,000 | -50.0% | 17 | -19.0% | 0.00% | – |
Q2 2022 | $2,000 | -80.0% | 21 | -83.2% | 0.00% | -100.0% |
Q1 2022 | $10,000 | +900.0% | 125 | +1150.0% | 0.00% | – |
Q4 2021 | $1,000 | -50.0% | 10 | -65.5% | 0.00% | – |
Q3 2021 | $2,000 | +100.0% | 29 | +262.5% | 0.00% | – |
Q2 2021 | $1,000 | – | 8 | +100.0% | 0.00% | – |
Q1 2021 | $0 | – | 4 | +300.0% | 0.00% | – |
Q4 2020 | $0 | -100.0% | 1 | -97.4% | 0.00% | -100.0% |
Q2 2020 | $2,000 | -91.7% | 39 | -93.5% | 0.00% | -90.0% |
Q1 2020 | $24,000 | +41.2% | 597 | +130.5% | 0.01% | -37.5% |
Q4 2019 | $17,000 | – | 259 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
LPWM LLC | 61,512 | $4,042,000 | 3.74% |