SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $539,590 | -14.8% | 7,456 | -9.1% | 0.27% | -16.5% |
Q2 2023 | $633,264 | -93.7% | 8,204 | -93.8% | 0.33% | -94.6% |
Q1 2023 | $10,018,000 | +6.7% | 131,385 | +3.9% | 6.09% | -1.9% |
Q4 2022 | $9,387,664 | -0.2% | 126,484 | +3.6% | 6.20% | -4.4% |
Q3 2022 | $9,402,000 | +17.5% | 122,128 | +19.8% | 6.49% | +7.2% |
Q2 2022 | $8,004,000 | – | 101,904 | – | 6.06% | – |
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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% |