SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $784,491 | -4.5% | 10,840 | +1.8% | 0.32% | +1.0% |
Q2 2023 | $821,610 | +1.1% | 10,644 | -0.2% | 0.31% | -0.3% |
Q1 2023 | $812,412 | -3.8% | 10,664 | -6.3% | 0.31% | -10.1% |
Q4 2022 | $844,475 | +9.4% | 11,378 | -1.1% | 0.35% | +2.1% |
Q3 2022 | $772,000 | -9.5% | 11,505 | -2.3% | 0.34% | -9.5% |
Q2 2022 | $853,000 | -33.0% | 11,781 | -22.9% | 0.38% | -19.4% |
Q1 2022 | $1,273,000 | -13.0% | 15,278 | -11.6% | 0.47% | -9.5% |
Q4 2021 | $1,464,000 | -41.0% | 17,280 | -43.0% | 0.52% | -45.9% |
Q3 2021 | $2,483,000 | -11.4% | 30,294 | -7.3% | 0.96% | +7.2% |
Q2 2021 | $2,802,000 | +60.5% | 32,692 | +53.5% | 0.89% | +44.1% |
Q1 2021 | $1,746,000 | +40.0% | 21,293 | +13.0% | 0.62% | +19.3% |
Q4 2020 | $1,247,000 | +36.0% | 18,847 | +2.9% | 0.52% | +16.9% |
Q3 2020 | $917,000 | +18.9% | 18,307 | +16.7% | 0.44% | -1.3% |
Q2 2020 | $771,000 | +104.5% | 15,687 | +70.1% | 0.45% | +53.1% |
Q1 2020 | $377,000 | -40.6% | 9,222 | -4.5% | 0.29% | -30.5% |
Q4 2019 | $635,000 | – | 9,659 | – | 0.42% | – |
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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% |