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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,014 | -6.2% | 4,947 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $381,859 | +1.3% | 4,947 | 0.0% | 0.03% | -6.9% |
| Q1 2023 | $376,862 | +2.6% | 4,947 | 0.0% | 0.03% | -19.4% |
| Q4 2022 | $367,166 | +10.6% | 4,947 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $332,000 | -7.3% | 4,947 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $358,000 | -13.1% | 4,947 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $412,000 | -14.3% | 4,947 | -12.9% | 0.04% | -12.5% |
| Q4 2021 | $481,000 | -8.6% | 5,678 | -11.5% | 0.04% | -32.2% |
| Q3 2021 | $526,000 | -0.6% | 6,419 | +3.9% | 0.06% | -7.8% |
| Q2 2021 | $529,000 | +36.3% | 6,181 | +30.5% | 0.06% | +3.2% |
| Q1 2021 | $388,000 | +19.0% | 4,735 | -3.9% | 0.06% | -8.8% |
| Q4 2020 | $326,000 | -30.6% | 4,928 | -47.5% | 0.07% | -40.9% |
| Q3 2020 | $470,000 | – | 9,395 | – | 0.12% | – |
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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% |