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 | $246,130 | +0.7% | 3,401 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $244,538 | +1.6% | 3,168 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $240,805 | +11.5% | 3,161 | -1.8% | 0.01% | -16.7% |
| Q3 2022 | $216,000 | -16.0% | 3,218 | -9.3% | 0.01% | -7.7% |
| Q2 2022 | $257,000 | -20.7% | 3,549 | -7.3% | 0.01% | -27.8% |
| Q4 2021 | $324,000 | – | 3,828 | – | 0.02% | – |
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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% |