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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $921,000 | +19.0% | 11,242 | +36.6% | 0.04% | +16.2% |
| Q2 2021 | $774,000 | -99.7% | 8,231 | +119.8% | 0.04% | +37.0% |
| Q1 2021 | $306,978,000 | +58372.0% | 3,744 | -53.2% | 0.03% | -73.5% |
| Q4 2020 | $525,000 | +42.3% | 7,997 | +6.6% | 0.10% | -12.1% |
| Q3 2020 | $369,000 | 0.0% | 7,505 | 0.0% | 0.12% | +9.4% |
| Q2 2020 | $369,000 | -3.9% | 7,505 | -20.4% | 0.11% | +73.8% |
| Q1 2020 | $384,000 | -35.5% | 9,426 | +4.1% | 0.06% | -51.2% |
| Q4 2019 | $595,000 | +45.1% | 9,053 | +35.1% | 0.12% | +52.4% |
| Q3 2019 | $410,000 | +77.5% | 6,700 | +75.8% | 0.08% | -25.5% |
| Q2 2019 | $231,000 | -50.6% | 3,812 | -50.9% | 0.11% | +26.4% |
| Q1 2019 | $468,000 | -16.9% | 7,758 | -25.8% | 0.09% | -28.1% |
| Q4 2018 | $563,000 | – | 10,454 | – | 0.12% | – |
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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% |