SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240 | +1.3% | 3,160 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $237 | -99.9% | 3,197 | +4.2% | 0.00% | 0.0% |
| Q3 2022 | $205,000 | -1.0% | 3,067 | +6.8% | 0.00% | 0.0% |
| Q2 2022 | $207,000 | -15.2% | 2,872 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -52.3% | 2,932 | -51.4% | 0.00% | -50.0% |
| Q4 2021 | $511,000 | +135.5% | 6,033 | +127.6% | 0.00% | +100.0% |
| Q3 2021 | $217,000 | -4.4% | 2,651 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | -8.5% | 2,651 | -12.4% | 0.00% | -50.0% |
| Q1 2021 | $248,000 | +191.8% | 3,027 | +133.4% | 0.00% | +100.0% |
| Q4 2020 | $85,000 | +19.7% | 1,297 | -9.7% | 0.00% | 0.0% |
| Q3 2020 | $71,000 | 0.0% | 1,436 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | -97.8% | 1,436 | -98.2% | 0.00% | -97.6% |
| Q1 2020 | $3,195,000 | +1193.5% | 78,200 | +1980.3% | 0.04% | +1300.0% |
| Q4 2019 | $247,000 | +6075.0% | 3,759 | +6381.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | – | 58 | – | 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% |