SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 274 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $217,160 | +4.8% | 2,790 | +1.7% | 0.05% | 0.0% |
| Q1 2023 | $207,130 | -15.8% | 2,743 | -10.5% | 0.05% | -18.2% |
| Q4 2022 | $245,952 | +12.8% | 3,065 | +0.1% | 0.07% | -1.5% |
| Q3 2022 | $218,000 | -9.2% | 3,063 | +0.5% | 0.07% | -4.3% |
| Q2 2022 | $240,000 | -2.8% | 3,048 | +0.1% | 0.07% | +6.1% |
| Q1 2022 | $247,000 | -19.0% | 3,045 | -14.3% | 0.07% | -17.5% |
| Q4 2021 | $305,000 | +2.0% | 3,553 | +0.6% | 0.08% | -2.4% |
| Q3 2021 | $299,000 | +5.7% | 3,533 | +0.3% | 0.08% | +1.2% |
| Q2 2021 | $283,000 | -7.5% | 3,523 | -4.3% | 0.08% | -19.0% |
| Q1 2021 | $306,000 | -17.7% | 3,680 | -25.6% | 0.10% | -21.3% |
| Q4 2020 | $372,000 | +61.0% | 4,948 | +13.6% | 0.13% | +36.6% |
| Q3 2020 | $231,000 | -2.1% | 4,357 | +0.6% | 0.09% | -2.1% |
| Q2 2020 | $236,000 | -14.2% | 4,333 | +2.2% | 0.10% | -22.1% |
| Q4 2019 | $275,000 | -9.8% | 4,240 | -10.4% | 0.12% | -18.1% |
| Q3 2019 | $305,000 | – | 4,733 | – | 0.15% | – |
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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% |