SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 192 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,016,000 | -5.8% | 20,283 | -7.6% | 0.24% | -16.5% |
| Q2 2020 | $1,078,000 | +81.5% | 21,956 | +51.0% | 0.28% | +45.4% |
| Q1 2020 | $594,000 | +9.4% | 14,536 | +82.6% | 0.20% | +16.0% |
| Q3 2018 | $543,000 | -21.6% | 7,961 | -23.2% | 0.17% | -44.2% |
| Q2 2018 | $693,000 | -84.7% | 10,370 | -71.7% | 0.30% | -79.3% |
| Q1 2018 | $4,518,000 | +938.6% | 36,583 | +956.7% | 1.47% | +664.1% |
| Q4 2017 | $435,000 | – | 3,462 | – | 0.19% | – |
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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% |