SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 448 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $112,910 | -3.4% | 1,442 | +2.3% | 0.00% | 0.0% |
| Q1 2024 | $116,891 | -2.0% | 1,409 | -1.6% | 0.00% | -20.0% |
| Q4 2023 | $119,275 | +42.0% | 1,432 | +23.3% | 0.01% | +25.0% |
| Q3 2023 | $84,000 | -34.9% | 1,161 | -30.5% | 0.00% | -33.3% |
| Q2 2023 | $128,967 | +9.9% | 1,671 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $117,297 | -14.2% | 1,540 | -16.3% | 0.01% | -25.0% |
| Q4 2022 | $136,641 | +14.8% | 1,841 | +12.1% | 0.01% | 0.0% |
| Q3 2022 | $119,000 | 0.0% | 1,642 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $119,000 | +17.8% | 1,642 | +38.3% | 0.01% | +33.3% |
| Q4 2021 | $101,000 | -92.7% | 1,187 | -93.0% | 0.01% | -86.4% |
| Q3 2021 | $1,384,000 | -6.4% | 16,889 | -2.1% | 0.04% | -6.4% |
| Q2 2021 | $1,478,000 | +7.3% | 17,248 | +2.6% | 0.05% | -6.0% |
| Q1 2021 | $1,378,000 | – | 16,808 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invst, LLC | 97,911 | $12,374,000 | 10.83% |
| Strid Group, LLC | 151,039 | $19,088,000 | 7.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 322,305 | $41,200,000 | 3.41% |
| Krilogy Financial LLC | 101,352 | $12,809,000 | 3.27% |
| PRING TURNER CAPITAL GROUP INC | 25,015 | $3,161,000 | 3.13% |
| Financial Engines Advisors L.L.C. | 649,955 | $82,141,000 | 2.74% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 81,156 | $10,256,000 | 2.72% |
| Moisand Fitzgerald Tamayo, LLC | 29,370 | $3,712,000 | 2.26% |
| Marietta Wealth Management, LLC | 30,040 | $3,796,000 | 2.12% |
| Traynor Capital Management, Inc. | 26,669 | $3,360,000 | 1.60% |