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 | $513,045 | -48.2% | 7,089 | -44.8% | 0.04% | -46.8% |
| Q2 2023 | $990,934 | -31.4% | 12,838 | -32.3% | 0.08% | -35.2% |
| Q1 2023 | $1,443,581 | +64692.7% | 18,950 | -36.9% | 0.12% | -40.8% |
| Q4 2022 | $2,228 | -99.9% | 30,020 | -24.4% | 0.21% | -25.6% |
| Q3 2022 | $2,664,000 | -12.6% | 39,684 | -5.7% | 0.28% | +1.5% |
| Q2 2022 | $3,047,000 | -7.7% | 42,076 | +6.3% | 0.27% | +3.0% |
| Q1 2022 | $3,300,000 | -46.2% | 39,600 | -45.3% | 0.26% | -47.3% |
| Q4 2021 | $6,129,000 | +179.2% | 72,347 | +170.2% | 0.50% | +122.6% |
| Q3 2021 | $2,195,000 | +3.1% | 26,779 | +7.9% | 0.23% | +5.6% |
| Q2 2021 | $2,128,000 | +16.5% | 24,826 | +11.5% | 0.21% | +11.5% |
| Q1 2021 | $1,826,000 | +144.4% | 22,272 | +97.4% | 0.19% | +128.6% |
| Q4 2020 | $747,000 | +53.1% | 11,283 | +15.9% | 0.08% | +21.7% |
| Q3 2020 | $488,000 | -81.4% | 9,737 | -81.8% | 0.07% | -82.8% |
| Q2 2020 | $2,628,000 | +26.7% | 53,504 | +5.4% | 0.40% | +2.3% |
| Q1 2020 | $2,074,000 | – | 50,768 | – | 0.39% | – |
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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% |