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 | $406,792 | -5.9% | 5,621 | +0.4% | 0.09% | -4.1% |
| Q2 2023 | $432,187 | +0.7% | 5,599 | -0.6% | 0.10% | -4.0% |
| Q1 2023 | $429,274 | +2.8% | 5,635 | +0.2% | 0.10% | -30.8% |
| Q4 2022 | $417,472 | +27.7% | 5,621 | +15.3% | 0.15% | +14.1% |
| Q3 2022 | $327,000 | -24.1% | 4,874 | -12.0% | 0.13% | -12.3% |
| Q2 2022 | $431,000 | -10.6% | 5,538 | -4.3% | 0.15% | +1.4% |
| Q1 2022 | $482,000 | -9.2% | 5,785 | -7.8% | 0.14% | -8.3% |
| Q4 2021 | $531,000 | -4.2% | 6,273 | -0.3% | 0.16% | -4.8% |
| Q3 2021 | $554,000 | +5.7% | 6,290 | -2.3% | 0.16% | +0.6% |
| Q2 2021 | $524,000 | -24.4% | 6,436 | -22.6% | 0.16% | -25.1% |
| Q1 2021 | $693,000 | +11.4% | 8,316 | -11.5% | 0.22% | -6.8% |
| Q4 2020 | $622,000 | – | 9,397 | – | 0.24% | – |
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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% |