SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 254 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,772,000 | -2.8% | 46,027 | +1.7% | 2.11% | -2.7% |
| Q2 2021 | $3,879,000 | +11.6% | 45,260 | +6.8% | 2.17% | +3.4% |
| Q1 2021 | $3,475,000 | +11.0% | 42,385 | -10.4% | 2.10% | +0.2% |
| Q4 2020 | $3,130,000 | +23.0% | 47,286 | -6.9% | 2.10% | +7.9% |
| Q3 2020 | $2,545,000 | -0.2% | 50,802 | -2.2% | 1.94% | -8.0% |
| Q2 2020 | $2,551,000 | +18.4% | 51,943 | -1.5% | 2.11% | -1.7% |
| Q1 2020 | $2,155,000 | -39.6% | 52,739 | -2.9% | 2.15% | -21.5% |
| Q4 2019 | $3,570,000 | +2.9% | 54,323 | -4.1% | 2.74% | -2.0% |
| Q3 2019 | $3,470,000 | +0.1% | 56,637 | -0.9% | 2.79% | -0.5% |
| Q2 2019 | $3,467,000 | +5.9% | 57,138 | +5.3% | 2.80% | -1.1% |
| Q1 2019 | $3,273,000 | +11.6% | 54,277 | -0.4% | 2.84% | -17.4% |
| Q4 2018 | $2,932,000 | -11.6% | 54,480 | +12.1% | 3.44% | +1.8% |
| Q3 2018 | $3,317,000 | -2.0% | 48,583 | -4.1% | 3.37% | +8.2% |
| Q2 2018 | $3,384,000 | +3.5% | 50,670 | +91.4% | 3.12% | +0.4% |
| Q1 2018 | $3,270,000 | -3.0% | 26,480 | -1.2% | 3.11% | -3.6% |
| Q4 2017 | $3,370,000 | – | 26,802 | – | 3.22% | – |
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% |