SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,366,721 | -7.1% | 75,185 | +1.3% | 2.41% | -5.3% |
| Q2 2023 | $5,776,026 | -11.7% | 74,204 | -13.6% | 2.55% | -19.0% |
| Q1 2023 | $6,540,791 | +6.1% | 85,860 | +8.4% | 3.14% | -5.1% |
| Q4 2022 | $6,162,175 | +20.6% | 79,175 | +4.1% | 3.32% | +8.9% |
| Q3 2022 | $5,108,000 | +0.3% | 76,076 | +8.5% | 3.04% | +7.1% |
| Q2 2022 | $5,095,000 | +313.6% | 70,086 | +360.8% | 2.84% | +363.5% |
| Q1 2022 | $1,232,000 | +12.7% | 15,211 | +18.0% | 0.61% | +5.7% |
| Q4 2021 | $1,093,000 | +46.9% | 12,896 | +45.1% | 0.58% | +31.2% |
| Q3 2021 | $744,000 | +0.5% | 8,890 | +1.3% | 0.44% | -0.5% |
| Q2 2021 | $740,000 | -86.7% | 8,775 | -86.9% | 0.44% | -88.1% |
| Q1 2021 | $5,550,000 | +31.0% | 66,989 | +4.6% | 3.73% | +18.0% |
| Q4 2020 | $4,238,000 | +25.9% | 64,021 | -3.3% | 3.16% | +15.8% |
| Q3 2020 | $3,365,000 | +5.6% | 66,188 | +2.0% | 2.73% | -6.1% |
| Q2 2020 | $3,187,000 | +3.4% | 64,878 | -14.0% | 2.91% | -13.4% |
| Q1 2020 | $3,083,000 | -23.7% | 75,447 | +22.7% | 3.36% | -10.1% |
| Q4 2019 | $4,042,000 | – | 61,512 | – | 3.74% | – |
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% |