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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,264,139 | +15.0% | 51,184 | -0.1% | 1.12% | +3.9% |
| Q3 2023 | $3,709,180 | -6.9% | 51,253 | -0.7% | 1.08% | -1.7% |
| Q2 2023 | $3,983,081 | +7.0% | 51,601 | +5.6% | 1.10% | +4.1% |
| Q1 2023 | $3,723,526 | -20.2% | 48,878 | -22.2% | 1.06% | -22.0% |
| Q4 2022 | $4,663,985 | +3.3% | 62,840 | -6.6% | 1.35% | -2.0% |
| Q3 2022 | $4,516,000 | -5.9% | 67,263 | +1.5% | 1.38% | -1.6% |
| Q2 2022 | $4,797,000 | -13.2% | 66,243 | -0.2% | 1.40% | -4.2% |
| Q1 2022 | $5,529,000 | +1.0% | 66,350 | +2.7% | 1.46% | +6.9% |
| Q4 2021 | $5,474,000 | +1.6% | 64,613 | -1.7% | 1.37% | -4.3% |
| Q3 2021 | $5,389,000 | -4.3% | 65,755 | +0.0% | 1.43% | -5.1% |
| Q2 2021 | $5,633,000 | +4.1% | 65,726 | -0.4% | 1.51% | -3.0% |
| Q1 2021 | $5,411,000 | +5.1% | 66,000 | -15.2% | 1.56% | -3.2% |
| Q4 2020 | $5,149,000 | +14.8% | 77,793 | -13.2% | 1.61% | -2.4% |
| Q3 2020 | $4,487,000 | +0.7% | 89,581 | -1.2% | 1.64% | -5.2% |
| Q2 2020 | $4,456,000 | -13.5% | 90,710 | -28.1% | 1.74% | -35.4% |
| Q1 2020 | $5,154,000 | -13.6% | 126,134 | +38.9% | 2.69% | -10.1% |
| Q4 2019 | $5,967,000 | +6.2% | 90,806 | +2.3% | 2.99% | +0.5% |
| Q3 2019 | $5,621,000 | +11.2% | 88,764 | +5.3% | 2.98% | +5.9% |
| Q2 2019 | $5,053,000 | +0.4% | 84,336 | +5.3% | 2.81% | -3.4% |
| Q1 2019 | $5,034,000 | +27.0% | 80,074 | +8.7% | 2.91% | +6.3% |
| Q4 2018 | $3,964,000 | – | 73,648 | – | 2.74% | – |
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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% |