SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,266 | -80.4% | 2,256 | -88.3% | 0.00% | -100.0% |
| Q2 2023 | $831,643 | +2141.0% | 19,251 | +3750.2% | 0.00% | – |
| Q4 2022 | $37,110 | -91.3% | 500 | -92.1% | 0.00% | -100.0% |
| Q3 2022 | $425,000 | +59.2% | 6,327 | +100.7% | 0.00% | +50.0% |
| Q4 2021 | $267,000 | +310.8% | 3,153 | +300.1% | 0.00% | +100.0% |
| Q3 2021 | $65,000 | -38.7% | 788 | -36.3% | 0.00% | 0.0% |
| Q2 2021 | $106,000 | – | 1,237 | – | 0.00% | – |
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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% |