SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992,656 | -9.6% | 13,716 | -3.6% | 0.05% | -6.0% |
| Q2 2023 | $1,098,339 | -54.6% | 14,229 | -55.2% | 0.05% | -58.0% |
| Q1 2023 | $2,420,553 | -37.1% | 31,774 | -38.7% | 0.12% | -39.0% |
| Q4 2022 | $3,850,144 | -18.1% | 51,875 | -25.9% | 0.20% | -24.7% |
| Q3 2022 | $4,700,000 | -12.1% | 69,997 | -5.3% | 0.26% | -7.8% |
| Q2 2022 | $5,350,000 | -19.5% | 73,883 | -7.3% | 0.28% | -7.9% |
| Q1 2022 | $6,643,000 | -10.8% | 79,717 | -9.3% | 0.30% | -5.0% |
| Q4 2021 | $7,446,000 | +0.6% | 87,885 | -2.7% | 0.32% | -7.8% |
| Q3 2021 | $7,404,000 | -2.4% | 90,332 | +2.0% | 0.35% | -1.4% |
| Q2 2021 | $7,588,000 | +4.7% | 88,525 | +0.2% | 0.35% | -1.1% |
| Q1 2021 | $7,246,000 | +16.4% | 88,382 | -6.0% | 0.36% | +4.4% |
| Q4 2020 | $6,227,000 | +34.1% | 94,072 | +1.5% | 0.34% | +18.8% |
| Q3 2020 | $4,644,000 | +3.3% | 92,718 | +1.3% | 0.29% | -1.4% |
| Q2 2020 | $4,495,000 | +22.2% | 91,515 | +1.7% | 0.29% | +3.2% |
| Q1 2020 | $3,677,000 | +36.7% | 89,988 | +119.8% | 0.28% | +91.2% |
| Q4 2019 | $2,690,000 | +13.9% | 40,942 | +6.2% | 0.15% | +5.0% |
| Q3 2019 | $2,362,000 | +8.4% | 38,558 | +7.4% | 0.14% | +6.8% |
| Q2 2019 | $2,179,000 | +52.1% | 35,915 | +51.2% | 0.13% | +48.3% |
| Q1 2019 | $1,433,000 | +95.8% | 23,761 | +74.6% | 0.09% | +71.2% |
| Q4 2018 | $732,000 | +42.7% | 13,607 | +81.1% | 0.05% | +67.7% |
| Q3 2018 | $513,000 | – | 7,513 | – | 0.03% | – |
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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% |