SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,894 | -9.5% | 2,610 | -3.5% | 0.01% | -12.5% |
| Q2 2023 | $208,808 | +0.9% | 2,705 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $206,990 | +13562.7% | 2,717 | -86.7% | 0.01% | -90.6% |
| Q4 2022 | $1,515 | -93.1% | 20,406 | +5991.3% | 0.08% | +8400.0% |
| Q3 2022 | $22,000 | -99.3% | 335 | -99.2% | 0.00% | -99.2% |
| Q2 2022 | $3,194,000 | -9.9% | 44,116 | +3.7% | 0.13% | +38.9% |
| Q1 2022 | $3,544,000 | +12.2% | 42,524 | +14.1% | 0.10% | +35.7% |
| Q4 2021 | $3,158,000 | +0.4% | 37,276 | -2.8% | 0.07% | -15.7% |
| Q3 2021 | $3,145,000 | -3.2% | 38,366 | +1.2% | 0.08% | -5.7% |
| Q2 2021 | $3,250,000 | +10383.9% | 37,924 | +3.3% | 0.09% | +8700.0% |
| Q1 2021 | $31,000 | – | 36,724 | – | 0.00% | – |
Download | ||||||
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% |