SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,141 | -6.3% | 6,068 | -0.1% | 0.16% | -2.5% |
| Q2 2023 | $468,775 | -0.2% | 6,073 | -1.5% | 0.16% | -7.0% |
| Q1 2023 | $469,574 | +101539.4% | 6,164 | -1.0% | 0.17% | -3.4% |
| Q4 2022 | $462 | -99.9% | 6,229 | 0.0% | 0.18% | -1.7% |
| Q3 2022 | $418,000 | -7.7% | 6,229 | -0.5% | 0.18% | -2.7% |
| Q2 2022 | $453,000 | +26.2% | 6,258 | +45.3% | 0.19% | +48.8% |
| Q1 2022 | $359,000 | +1.1% | 4,307 | +2.8% | 0.12% | 0.0% |
| Q4 2021 | $355,000 | +3.5% | 4,190 | 0.0% | 0.12% | -8.8% |
| Q3 2021 | $343,000 | -4.5% | 4,190 | 0.0% | 0.14% | -16.5% |
| Q2 2021 | $359,000 | -22.3% | 4,190 | -25.6% | 0.16% | -26.8% |
| Q1 2021 | $462,000 | +23.9% | 5,629 | 0.0% | 0.22% | -2.6% |
| Q4 2020 | $373,000 | +29.1% | 5,629 | -2.3% | 0.23% | +12.7% |
| Q3 2020 | $289,000 | -9.7% | 5,762 | -11.5% | 0.20% | -14.3% |
| Q2 2020 | $320,000 | +25.0% | 6,508 | +3.7% | 0.24% | +8.7% |
| Q1 2020 | $256,000 | +6300.0% | 6,277 | +9410.6% | 0.22% | +10850.0% |
| Q4 2018 | $4,000 | -50.0% | 66 | +1.5% | 0.00% | -66.7% |
| Q1 2017 | $8,000 | – | 65 | – | 0.01% | – |
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% |