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 | $45,653 | -19.1% | 631 | -13.7% | 0.02% | -12.0% |
| Q2 2023 | $56,412 | -10.9% | 731 | -12.0% | 0.02% | -16.7% |
| Q1 2023 | $63,292 | -6.0% | 831 | -8.4% | 0.03% | -11.8% |
| Q4 2022 | $67,349 | -23.5% | 907 | -30.8% | 0.03% | -26.1% |
| Q3 2022 | $88,000 | -13.7% | 1,310 | -7.2% | 0.05% | -8.0% |
| Q2 2022 | $102,000 | -74.6% | 1,412 | -70.7% | 0.05% | -70.1% |
| Q1 2022 | $401,000 | +81.4% | 4,811 | +84.3% | 0.17% | +92.0% |
| Q4 2021 | $221,000 | -36.3% | 2,610 | -38.4% | 0.09% | -43.9% |
| Q3 2021 | $347,000 | -46.3% | 4,238 | -43.7% | 0.16% | -49.5% |
| Q2 2021 | $646,000 | +4.7% | 7,532 | +0.2% | 0.31% | -9.7% |
| Q1 2021 | $617,000 | +104.3% | 7,520 | +65.1% | 0.34% | +104.8% |
| Q4 2020 | $302,000 | – | 4,556 | – | 0.17% | – |
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% |