SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,824,844 | -11.0% | 25,216 | -5.1% | 0.01% | -12.5% |
| Q2 2023 | $2,050,785 | -2.7% | 26,568 | -4.0% | 0.01% | 0.0% |
| Q1 2023 | $2,108,634 | -5.9% | 27,680 | -17.0% | 0.01% | -20.0% |
| Q3 2022 | $2,240,000 | +74566.7% | 33,362 | -14.1% | 0.01% | – |
| Q2 2022 | $3,000 | -99.4% | 38,820 | +394.9% | 0.00% | -100.0% |
| Q4 2020 | $519,000 | +32.1% | 7,844 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $393,000 | +89.9% | 7,844 | +85.8% | 0.00% | +100.0% |
| Q2 2020 | $207,000 | +392.9% | 4,221 | +1010.8% | 0.00% | -50.0% |
| Q2 2014 | $42,000 | +2.4% | 380 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $41,000 | +2.5% | 380 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $40,000 | +8.1% | 380 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $37,000 | +8.8% | 380 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $34,000 | – | 380 | – | 0.00% | – |
Download | ||||||
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% |