SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,666 | -6.2% | 631 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $48,707 | +3.8% | 631 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $46,927 | +2.6% | 616 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $45,720 | +11.5% | 616 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -8.9% | 616 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $45,000 | -11.8% | 616 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -1.9% | 616 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $52,000 | +4.0% | 616 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -30.6% | 616 | -26.8% | 0.01% | -31.2% |
| Q2 2021 | $72,000 | +4.3% | 841 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $69,000 | +23.2% | 841 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $56,000 | +366.7% | 841 | +256.4% | 0.02% | +275.0% |
| Q3 2020 | $12,000 | +9.1% | 236 | +3.1% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | – | 229 | +2444.4% | 0.00% | – |
| Q1 2020 | $0 | – | 9 | +125.0% | 0.00% | – |
| Q4 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 4 | – | 0.00% | – |
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% |