SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,427 | -8.5% | 3,640 | 0.0% | 0.14% | -9.2% |
| Q2 2023 | $287,742 | +0.6% | 3,640 | -3.1% | 0.15% | -6.2% |
| Q1 2023 | $286,132 | -3.5% | 3,756 | +1.3% | 0.16% | -9.5% |
| Q4 2022 | $296,517 | +30.1% | 3,706 | +15.6% | 0.18% | +19.3% |
| Q3 2022 | $228,000 | -14.0% | 3,206 | -13.3% | 0.15% | -20.2% |
| Q2 2022 | $265,000 | -8.0% | 3,696 | 0.0% | 0.19% | -6.0% |
| Q1 2022 | $288,000 | +39.8% | 3,696 | +48.1% | 0.20% | +51.5% |
| Q4 2021 | $206,000 | – | 2,496 | – | 0.13% | – |
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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% |