SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971,350 | +62.0% | 13,422 | +72.8% | 0.01% | +57.1% |
| Q2 2023 | $599,535 | +13.7% | 7,767 | +12.2% | 0.01% | +16.7% |
| Q1 2023 | $527,166 | -0.9% | 6,920 | -3.5% | 0.01% | -14.3% |
| Q4 2022 | $532,157 | +5.8% | 7,170 | -4.3% | 0.01% | -12.5% |
| Q3 2022 | $503,000 | -7.9% | 7,490 | -0.7% | 0.01% | -20.0% |
| Q2 2022 | $546,000 | -13.7% | 7,540 | -0.8% | 0.01% | +11.1% |
| Q1 2022 | $633,000 | -1.7% | 7,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $644,000 | +4.2% | 7,600 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $618,000 | -16.6% | 7,540 | -12.7% | 0.01% | +28.6% |
| Q2 2021 | $741,000 | -22.3% | 8,640 | -25.8% | 0.01% | 0.0% |
| Q1 2021 | $954,000 | +0.5% | 11,640 | -18.8% | 0.01% | +40.0% |
| Q4 2020 | $949,000 | +165.1% | 14,340 | +100.8% | 0.01% | +150.0% |
| Q3 2020 | $358,000 | -59.4% | 7,140 | -60.2% | 0.00% | -50.0% |
| Q2 2020 | $881,000 | +220.4% | 17,940 | +166.2% | 0.00% | +300.0% |
| Q1 2020 | $275,000 | -49.8% | 6,740 | -19.2% | 0.00% | -50.0% |
| Q4 2019 | $548,000 | +11.8% | 8,340 | +4.2% | 0.00% | +100.0% |
| Q3 2019 | $490,000 | -27.9% | 8,000 | -28.6% | 0.00% | -50.0% |
| Q2 2019 | $680,000 | +34.1% | 11,200 | +33.3% | 0.00% | 0.0% |
| Q1 2019 | $507,000 | +5.8% | 8,400 | -5.6% | 0.00% | 0.0% |
| Q4 2018 | $479,000 | +100.4% | 8,900 | +154.3% | 0.00% | +100.0% |
| Q3 2018 | $239,000 | -14.9% | 3,500 | -16.7% | 0.00% | 0.0% |
| Q2 2018 | $281,000 | – | 4,200 | – | 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% |