SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,536,218 | -5.7% | 62,681 | +0.6% | 0.68% | -5.7% |
| Q2 2023 | $4,810,346 | +10.4% | 62,318 | +8.9% | 0.72% | +3.3% |
| Q1 2023 | $4,358,450 | +2.1% | 57,213 | -0.5% | 0.70% | -14.1% |
| Q4 2022 | $4,268,668 | +9.3% | 57,514 | -1.1% | 0.82% | +5.4% |
| Q3 2022 | $3,906,000 | -5.7% | 58,182 | +1.7% | 0.78% | -5.6% |
| Q2 2022 | $4,141,000 | -7.8% | 57,183 | +6.2% | 0.82% | +14.2% |
| Q1 2022 | $4,489,000 | +17165.4% | 53,866 | +10420.7% | 0.72% | +7888.9% |
| Q3 2020 | $26,000 | +550.0% | 512 | +782.8% | 0.01% | +350.0% |
| Q3 2018 | $4,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 58 | +100.0% | 0.00% | -33.3% |
| Q1 2018 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $4,000 | – | 29 | – | 0.00% | – |
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% |