SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $281,254 | +1.3% | 3,644 | -0.0% | 0.05% | -12.7% |
| Q1 2023 | $277,643 | +2.0% | 3,645 | -0.6% | 0.06% | -14.1% |
| Q4 2022 | $272,178 | +7.6% | 3,667 | -2.7% | 0.06% | -21.0% |
| Q3 2022 | $252,918 | -7.2% | 3,767 | +0.1% | 0.08% | -36.7% |
| Q2 2022 | $272,541 | -39.6% | 3,764 | -30.5% | 0.13% | -40.7% |
| Q1 2022 | $451,583 | -15.4% | 5,419 | -14.0% | 0.22% | -8.9% |
| Q4 2021 | $533,773 | – | 6,300 | – | 0.24% | – |
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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% |