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 | $104,791 | -21.8% | 1,448 | -16.5% | 0.01% | -20.0% |
| Q2 2023 | $133,924 | +3.4% | 1,735 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $129,506 | +38.5% | 1,700 | +34.9% | 0.01% | +25.0% |
| Q4 2022 | $93,517 | +33.6% | 1,260 | +20.6% | 0.01% | +14.3% |
| Q3 2022 | $70,000 | -43.5% | 1,045 | -39.1% | 0.01% | -30.0% |
| Q2 2022 | $124,000 | +1.6% | 1,715 | +17.1% | 0.01% | +11.1% |
| Q1 2022 | $122,000 | +11.9% | 1,464 | +13.7% | 0.01% | +50.0% |
| Q4 2021 | $109,000 | +32.9% | 1,288 | +28.3% | 0.01% | +20.0% |
| Q3 2021 | $82,000 | -16.3% | 1,004 | -12.2% | 0.01% | -16.7% |
| Q2 2021 | $98,000 | +32.4% | 1,144 | +27.5% | 0.01% | +20.0% |
| Q1 2021 | $74,000 | +25.4% | 897 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $59,000 | +31.1% | 897 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | -10.0% | 897 | -12.7% | 0.00% | -20.0% |
| Q2 2020 | $50,000 | +6.4% | 1,027 | -10.5% | 0.01% | 0.0% |
| Q1 2020 | $47,000 | -42.7% | 1,147 | -8.5% | 0.01% | -37.5% |
| Q4 2019 | $82,000 | +310.0% | 1,253 | +279.7% | 0.01% | +60.0% |
| Q3 2019 | $20,000 | -85.3% | 330 | -85.2% | 0.01% | -64.3% |
| Q2 2019 | $136,000 | +8.8% | 2,236 | +7.9% | 0.01% | +7.7% |
| Q1 2019 | $125,000 | +25.0% | 2,073 | +11.4% | 0.01% | +8.3% |
| Q4 2018 | $100,000 | +75.4% | 1,861 | +123.7% | 0.01% | -25.0% |
| Q3 2018 | $57,000 | – | 832 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 635,809 | $31,848,000 | 12.39% |
| N.E.W. Advisory Services LLC | 548,342 | $27,488,000 | 7.76% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 117,219 | $5,871,000 | 4.87% |
| ERTS Wealth Advisors, LLC | 248,305 | $12,438,000 | 4.68% |
| Resource Management, LLC | 565,665 | $28,334,000 | 4.62% |
| Redwood Investment Management, LLC | 365,196 | $18,282,000 | 4.54% |
| NorthRock Partners, LLC | 728,798 | $36,506,000 | 4.05% |
| Indie Asset Partners, LLC | 58,651 | $2,938,000 | 3.68% |
| Financial Advisory Group | 226,781 | $11,359,000 | 3.67% |
| Financial Strategies Group, Inc. | 101,800 | $5,099,000 | 3.44% |