SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 513 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $81,351 | -5.6% | 1,039 | 0.0% | 0.05% | -9.8% |
| Q1 2024 | $86,192 | -0.4% | 1,039 | 0.0% | 0.05% | -7.3% |
| Q4 2023 | $86,546 | +15.1% | 1,039 | 0.0% | 0.06% | +3.8% |
| Q3 2023 | $75,181 | -6.2% | 1,039 | 0.0% | 0.05% | -5.4% |
| Q2 2023 | $80,188 | +1.3% | 1,039 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $79,139 | +3.0% | 1,039 | +0.4% | 0.06% | +11.5% |
| Q4 2022 | $76,798 | – | 1,035 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 394,578 | $23,793,000 | 10.59% |
| Invst, LLC | 211,509 | $12,949,000 | 6.49% |
| Larson Financial Group LLC | 129,186 | $7,790,000 | 6.17% |
| SCHRODERS IS Ltd | 1,329,440 | $80,165,000 | 4.33% |
| Clarus Wealth Advisors | 93,488 | $5,637,000 | 4.22% |
| Mokosak Advisory Group, LLC | 92,110 | $5,557,000 | 3.87% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,027,985 | $64,591,000 | 3.65% |
| Moisand Fitzgerald Tamayo, LLC | 103,835 | $6,261,000 | 3.48% |
| Centerpoint Advisors, LLC | 60,954 | $3,676,000 | 3.12% |
| BKS ADVISORS, LLC | 128,358 | $7,740,000 | 3.12% |