SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,579 | -8.0% | 7,774 | -1.9% | 0.16% | -5.2% |
| Q2 2023 | $611,789 | -24.5% | 7,926 | -25.5% | 0.17% | -27.9% |
| Q1 2023 | $810,074 | -2.1% | 10,634 | -4.6% | 0.24% | -12.7% |
| Q4 2022 | $827,270 | +16.2% | 11,146 | +5.1% | 0.28% | +4.6% |
| Q3 2022 | $712,000 | -7.2% | 10,608 | +0.1% | 0.26% | -1.5% |
| Q2 2022 | $767,000 | -60.8% | 10,593 | -54.9% | 0.27% | -53.6% |
| Q1 2022 | $1,956,000 | -32.6% | 23,475 | -31.5% | 0.58% | -28.8% |
| Q4 2021 | $2,902,000 | +3.7% | 34,258 | +0.3% | 0.81% | -4.0% |
| Q3 2021 | $2,799,000 | -22.2% | 34,146 | -18.6% | 0.84% | -25.5% |
| Q2 2021 | $3,597,000 | +738.5% | 41,972 | +300.0% | 1.13% | +446.4% |
| Q1 2021 | $429,000 | -87.9% | 10,494 | -80.4% | 0.21% | -83.2% |
| Q4 2020 | $3,536,000 | +16.2% | 53,425 | -12.1% | 1.23% | +3.4% |
| Q3 2020 | $3,044,000 | +0.8% | 60,769 | -1.2% | 1.19% | -4.3% |
| Q2 2020 | $3,021,000 | +604.2% | 61,505 | +486.1% | 1.25% | +502.4% |
| Q1 2020 | $429,000 | – | 10,494 | – | 0.21% | – |
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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% |