SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,642,425 | -4.7% | 22,695 | +1.7% | 0.62% | -9.2% |
| Q2 2023 | $1,723,033 | +3.5% | 22,322 | +2.1% | 0.69% | -1.3% |
| Q1 2023 | $1,664,825 | -13.4% | 21,854 | -15.6% | 0.70% | -12.2% |
| Q4 2022 | $1,922,649 | +12.5% | 25,905 | +1.7% | 0.79% | +3.1% |
| Q3 2022 | $1,709,000 | -15.6% | 25,461 | -9.0% | 0.77% | -13.1% |
| Q2 2022 | $2,026,000 | -8.3% | 27,978 | -0.5% | 0.88% | -5.0% |
| Q1 2022 | $2,210,000 | -12.4% | 28,121 | -5.6% | 0.93% | -7.4% |
| Q4 2021 | $2,523,000 | -3.1% | 29,783 | -6.2% | 1.01% | -8.6% |
| Q3 2021 | $2,603,000 | -8.9% | 31,759 | -4.9% | 1.10% | -8.9% |
| Q2 2021 | $2,856,000 | -22.1% | 33,401 | -25.3% | 1.21% | -25.4% |
| Q1 2021 | $3,668,000 | – | 44,742 | – | 1.62% | – |
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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% |