SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $291,000 | -3.3% | 3,487 | -2.0% | 0.11% | +1.8% |
| Q4 2021 | $301,000 | +11.1% | 3,558 | +7.6% | 0.11% | +5.8% |
| Q3 2021 | $271,000 | -16.4% | 3,308 | -12.4% | 0.10% | -20.6% |
| Q2 2021 | $324,000 | +4.9% | 3,778 | +0.1% | 0.13% | -8.4% |
| Q1 2021 | $309,000 | -2.2% | 3,773 | -21.1% | 0.14% | -16.9% |
| Q4 2020 | $316,000 | +0.6% | 4,780 | -23.8% | 0.17% | -17.3% |
| Q3 2020 | $314,000 | +11.3% | 6,273 | +9.0% | 0.21% | -8.4% |
| Q2 2020 | $282,000 | +20.0% | 5,755 | +0.1% | 0.23% | -8.5% |
| Q1 2020 | $235,000 | -28.6% | 5,752 | +14.6% | 0.25% | -0.8% |
| Q4 2019 | $329,000 | +25.6% | 5,018 | +16.9% | 0.25% | +9.6% |
| Q3 2019 | $262,000 | – | 4,291 | – | 0.23% | – |
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% |