SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,162,126 | +9.4% | 183,471 | +8.0% | 0.05% | +6.2% |
| Q1 2023 | $12,939,706 | +39.0% | 169,857 | +35.4% | 0.05% | +29.7% |
| Q4 2022 | $9,310,899 | +24.0% | 125,450 | +12.2% | 0.04% | +15.6% |
| Q3 2022 | $7,506,000 | +0.8% | 111,793 | +8.7% | 0.03% | +10.3% |
| Q2 2022 | $7,444,000 | -31.5% | 102,801 | -21.1% | 0.03% | -23.7% |
| Q1 2022 | $10,863,000 | +35.8% | 130,360 | +38.1% | 0.04% | +46.2% |
| Q4 2021 | $7,997,000 | +13.0% | 94,394 | +9.3% | 0.03% | +4.0% |
| Q3 2021 | $7,078,000 | +8.9% | 86,361 | +13.8% | 0.02% | +13.6% |
| Q2 2021 | $6,502,000 | +44.5% | 75,865 | +38.2% | 0.02% | +37.5% |
| Q1 2021 | $4,500,000 | +43.1% | 54,885 | +15.5% | 0.02% | +33.3% |
| Q4 2020 | $3,145,000 | +27.6% | 47,508 | -3.5% | 0.01% | +9.1% |
| Q3 2020 | $2,465,000 | 0.0% | 49,212 | -1.9% | 0.01% | -8.3% |
| Q2 2020 | $2,465,000 | – | 50,181 | – | 0.01% | – |
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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% |