SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,925 | -4.8% | 6,521 | +1.5% | 0.52% | +1.0% |
| Q2 2023 | $495,715 | +1.1% | 6,422 | -0.3% | 0.51% | -4.3% |
| Q1 2023 | $490,524 | -24.9% | 6,439 | -26.8% | 0.54% | +7.4% |
| Q4 2022 | $652,802 | +19.6% | 8,795 | +8.2% | 0.50% | +12.9% |
| Q3 2022 | $546,000 | +28.2% | 8,127 | +38.3% | 0.44% | +31.5% |
| Q2 2022 | $426,000 | -6.0% | 5,876 | +8.0% | 0.34% | +8.4% |
| Q1 2022 | $453,000 | +19.5% | 5,440 | +21.7% | 0.31% | +36.0% |
| Q4 2021 | $379,000 | -0.3% | 4,470 | -3.7% | 0.23% | -11.3% |
| Q3 2021 | $380,000 | +5.6% | 4,641 | +10.5% | 0.26% | -0.4% |
| Q2 2021 | $360,000 | – | 4,200 | – | 0.26% | – |
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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% |