SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,025 | -9.4% | 15,725 | -3.4% | 0.06% | -21.4% |
| Q2 2023 | $1,256,228 | +3.3% | 16,274 | +2.0% | 0.07% | -11.4% |
| Q1 2023 | $1,215,734 | -2.4% | 15,958 | -4.9% | 0.08% | -17.7% |
| Q4 2022 | $1,245,742 | +9.4% | 16,784 | -1.1% | 0.10% | +43.3% |
| Q3 2022 | $1,139,000 | -10.1% | 16,970 | -2.8% | 0.07% | -37.4% |
| Q2 2022 | $1,267,000 | +259.9% | 17,467 | +311.7% | 0.11% | +205.7% |
| Q1 2022 | $352,000 | -77.7% | 4,243 | -77.2% | 0.04% | -89.4% |
| Q4 2021 | $1,578,000 | – | 18,612 | – | 0.33% | – |
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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% |