SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $595,533 | -5.1% | 8,229 | +1.3% | 0.31% | -4.0% |
Q2 2023 | $627,323 | +7.5% | 8,127 | +6.1% | 0.32% | 0.0% |
Q1 2023 | $583,615 | +2.6% | 7,661 | 0.0% | 0.32% | -3.6% |
Q4 2022 | $568,599 | +38.0% | 7,661 | +24.8% | 0.34% | +20.4% |
Q3 2022 | $412,000 | +0.5% | 6,138 | +8.5% | 0.28% | +6.5% |
Q2 2022 | $410,000 | -13.0% | 5,658 | 0.0% | 0.26% | +2.3% |
Q1 2022 | $471,000 | -1.7% | 5,658 | 0.0% | 0.26% | +3.2% |
Q4 2021 | $479,000 | – | 5,658 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 512,128 | $33,652,000 | 13.38% |
N.E.W. Advisory Services LLC | 399,503 | $26,229,000 | 8.51% |
Larson Financial Group LLC | 159,143 | $10,457,000 | 6.02% |
MANAGED ACCOUNT SERVICES INC | 209,068 | $13,564,000 | 5.60% |
Fragasso Group Inc. | 476,155 | $31,288,000 | 5.26% |
Clarus Wealth Advisors | 114,113 | $7,404,000 | 4.89% |
Virtue Capital Management, LLC | 245,942 | $16,161,000 | 4.66% |
Retirement Group, LLC | 88,873 | $5,840,000 | 3.80% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,634,515 | $107,400,000 | 3.79% |
LPWM LLC | 61,512 | $4,042,000 | 3.74% |