SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,279 | -4.0% | 2,947 | +2.4% | 0.00% | – |
| Q2 2023 | $222,098 | -13.5% | 2,877 | -14.8% | 0.00% | – |
| Q1 2023 | $256,789 | +57865.9% | 3,376 | -43.4% | 0.00% | – |
| Q4 2022 | $443 | -98.0% | 5,968 | +1703.0% | 0.00% | – |
| Q3 2022 | $22,000 | -48.8% | 331 | -44.8% | 0.00% | – |
| Q2 2022 | $43,000 | +7.5% | 600 | +25.5% | 0.00% | – |
| Q1 2022 | $40,000 | -31.0% | 478 | -32.3% | 0.00% | – |
| Q3 2021 | $58,000 | -38.9% | 706 | -36.2% | 0.00% | – |
| Q2 2021 | $95,000 | +41.8% | 1,106 | +36.4% | 0.00% | – |
| Q1 2021 | $67,000 | +59.5% | 811 | +26.7% | 0.00% | – |
| Q4 2020 | $42,000 | +200.0% | 640 | +128.6% | 0.00% | – |
| Q3 2020 | $14,000 | +100.0% | 280 | +86.7% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 150 | +82.9% | 0.00% | – |
| Q2 2019 | $5,000 | -99.9% | 82 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $6,175,000 | – | 50,000 | – | 0.00% | – |
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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% |