SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,059,637 | +614.9% | 59,806 | +749.2% | 0.20% | +589.7% |
| Q2 2023 | $567,840 | -7.4% | 7,043 | -12.5% | 0.03% | -21.6% |
| Q1 2023 | $613,375 | -7.0% | 8,052 | +1.3% | 0.04% | -11.9% |
| Q4 2022 | $659,245 | -74.0% | 7,951 | -76.0% | 0.04% | -78.1% |
| Q3 2022 | $2,531,000 | +2.6% | 33,137 | -2.7% | 0.19% | -10.7% |
| Q2 2022 | $2,466,000 | -15.0% | 34,057 | -2.2% | 0.22% | -14.3% |
| Q1 2022 | $2,900,000 | -3.8% | 34,806 | -2.2% | 0.25% | -10.4% |
| Q4 2021 | $3,016,000 | +5.0% | 35,597 | +1.6% | 0.28% | -14.6% |
| Q3 2021 | $2,873,000 | -3.9% | 35,053 | +0.5% | 0.33% | -20.0% |
| Q2 2021 | $2,990,000 | -0.4% | 34,887 | -4.7% | 0.41% | -22.5% |
| Q1 2021 | $3,001,000 | -1.6% | 36,597 | -20.6% | 0.53% | -25.7% |
| Q4 2020 | $3,051,000 | – | 46,093 | – | 0.71% | – |
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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% |