SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,655 | -9.7% | 2,742 | -10.9% | 0.00% | – |
| Q1 2023 | $234,330 | +2.8% | 3,076 | 0.0% | 0.00% | – |
| Q4 2022 | $228,000 | +10.1% | 3,076 | 0.0% | 0.00% | – |
| Q3 2022 | $207,000 | -10.8% | 3,076 | -4.1% | 0.00% | – |
| Q2 2022 | $232,000 | -14.1% | 3,207 | -1.0% | 0.00% | – |
| Q1 2022 | $270,000 | -1.8% | 3,241 | 0.0% | 0.00% | – |
| Q4 2021 | $275,000 | +4.2% | 3,241 | +0.8% | 0.00% | – |
| Q3 2021 | $264,000 | +4.3% | 3,215 | +9.0% | 0.00% | – |
| Q2 2021 | $253,000 | +4.5% | 2,949 | 0.0% | 0.00% | – |
| Q1 2021 | $242,000 | +12.6% | 2,949 | -9.2% | 0.00% | – |
| Q4 2020 | $215,000 | – | 3,249 | – | 0.00% | – |
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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% |