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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,397,000 | +9.2% | 122,723 | +5.6% | 1.53% | -2.7% |
| Q3 2021 | $9,524,000 | +2.1% | 116,207 | +6.8% | 1.57% | -0.4% |
| Q2 2021 | $9,326,000 | +8.9% | 108,810 | +4.2% | 1.58% | -2.4% |
| Q1 2021 | $8,564,000 | +21.9% | 104,451 | -1.6% | 1.62% | +12.7% |
| Q4 2020 | $7,023,000 | +38.1% | 106,106 | +4.5% | 1.44% | +19.2% |
| Q3 2020 | $5,087,000 | +13.8% | 101,565 | +11.6% | 1.21% | +4.0% |
| Q2 2020 | $4,471,000 | – | 91,014 | – | 1.16% | – |
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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% |