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 | $1,103,425 | -6.2% | 15,247 | +0.0% | 1.16% | +0.2% |
| Q2 2023 | $1,176,839 | +0.0% | 15,246 | -1.3% | 1.16% | -4.7% |
| Q1 2023 | $1,176,829 | +1.2% | 15,448 | -1.4% | 1.22% | -2.8% |
| Q4 2022 | $1,163,324 | +10.4% | 15,674 | -0.2% | 1.25% | -69.7% |
| Q3 2022 | $1,054,000 | -7.1% | 15,699 | +0.2% | 4.14% | +225.0% |
| Q2 2022 | $1,135,000 | -12.4% | 15,668 | +0.6% | 1.27% | +8.1% |
| Q1 2022 | $1,295,000 | -2.3% | 15,574 | -0.4% | 1.18% | +5.3% |
| Q4 2021 | $1,325,000 | – | 15,634 | – | 1.12% | – |
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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% |