SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,386 | -9.1% | 8,973 | -3.1% | 0.28% | -7.1% |
| Q2 2023 | $714,481 | +0.2% | 9,256 | -1.1% | 0.30% | -7.5% |
| Q1 2023 | $713,284 | +15.7% | 9,363 | +12.8% | 0.32% | +3.2% |
| Q4 2022 | $616,259 | +35.4% | 8,303 | +22.5% | 0.31% | +23.0% |
| Q3 2022 | $455,000 | +4.1% | 6,776 | +12.4% | 0.25% | -5.3% |
| Q2 2022 | $437,000 | -14.3% | 6,030 | -1.5% | 0.27% | -9.8% |
| Q1 2022 | $510,000 | -3.2% | 6,120 | -1.6% | 0.30% | -7.2% |
| Q4 2021 | $527,000 | +7.3% | 6,217 | +3.7% | 0.32% | -5.4% |
| Q3 2021 | $491,000 | -14.8% | 5,997 | -10.8% | 0.34% | -15.2% |
| Q2 2021 | $576,000 | +4.5% | 6,720 | +0.0% | 0.40% | -18.0% |
| Q1 2021 | $551,000 | +23.8% | 6,718 | +0.0% | 0.48% | +17.5% |
| Q4 2020 | $445,000 | – | 6,715 | – | 0.41% | – |
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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% |