SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 192 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $281,000 | +20.6% | 4,244 | -8.9% | 0.10% | +1.1% |
| Q3 2020 | $233,000 | +14.8% | 4,660 | +13.0% | 0.10% | +3.3% |
| Q2 2020 | $203,000 | -51.4% | 4,125 | -59.7% | 0.09% | -65.5% |
| Q1 2020 | $418,000 | -75.9% | 10,232 | -61.1% | 0.27% | -75.5% |
| Q4 2019 | $1,731,000 | +11.6% | 26,337 | +4.0% | 1.09% | +1.5% |
| Q3 2019 | $1,551,000 | +9.8% | 25,318 | +8.7% | 1.08% | +2.4% |
| Q2 2019 | $1,413,000 | +3.7% | 23,294 | +3.0% | 1.05% | -0.8% |
| Q1 2019 | $1,363,000 | +2.0% | 22,608 | -8.9% | 1.06% | -7.8% |
| Q4 2018 | $1,336,000 | -19.1% | 24,815 | +2.6% | 1.15% | -18.8% |
| Q3 2018 | $1,652,000 | +1.1% | 24,193 | -1.1% | 1.41% | -12.2% |
| Q2 2018 | $1,634,000 | +10.3% | 24,469 | +103.9% | 1.61% | +7.6% |
| Q1 2018 | $1,482,000 | +5.9% | 12,001 | +7.8% | 1.50% | +5.6% |
| Q4 2017 | $1,400,000 | – | 11,137 | – | 1.42% | – |
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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% |