SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,978,844 | -3.5% | 54,979 | +2.9% | 1.93% | -4.7% |
| Q2 2023 | $4,122,834 | -0.8% | 53,411 | -2.1% | 2.03% | -4.6% |
| Q1 2023 | $4,158,057 | +1.7% | 54,582 | -0.9% | 2.13% | -11.3% |
| Q4 2022 | $4,087,518 | +3.2% | 55,073 | -6.6% | 2.40% | +0.1% |
| Q3 2022 | $3,961,000 | -1.0% | 58,992 | +6.7% | 2.40% | -5.7% |
| Q2 2022 | $4,003,000 | -6.1% | 55,284 | +8.0% | 2.54% | -1.9% |
| Q1 2022 | $4,265,000 | +14.7% | 51,183 | +16.6% | 2.59% | +6.0% |
| Q4 2021 | $3,719,000 | +17.5% | 43,894 | +13.7% | 2.44% | +1.8% |
| Q3 2021 | $3,164,000 | +39450.0% | 38,608 | +22745.0% | 2.40% | +26555.6% |
| Q3 2020 | $8,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | – | 169 | – | 0.01% | – |
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% |