SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $304,000 | -78.2% | 4,533 | -76.5% | 0.01% | -79.5% |
| Q2 2022 | $1,397,000 | -19.6% | 19,293 | -7.5% | 0.04% | -4.9% |
| Q1 2022 | $1,738,000 | -20.7% | 20,853 | -19.4% | 0.04% | -26.8% |
| Q4 2021 | $2,191,000 | +14.1% | 25,858 | +10.3% | 0.06% | -1.8% |
| Q3 2021 | $1,921,000 | +5.7% | 23,438 | +10.6% | 0.06% | -10.9% |
| Q2 2021 | $1,817,000 | +36.9% | 21,198 | +31.0% | 0.06% | -4.5% |
| Q1 2021 | $1,327,000 | +41.2% | 16,182 | +14.0% | 0.07% | -4.3% |
| Q4 2020 | $940,000 | +59.9% | 14,194 | +21.0% | 0.07% | +32.1% |
| Q3 2020 | $588,000 | +69.5% | 11,729 | +65.9% | 0.05% | +1.9% |
| Q2 2020 | $347,000 | – | 7,072 | – | 0.05% | – |
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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% |