SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,105 | -9.0% | 3,981 | -2.9% | 0.10% | -5.9% |
| Q2 2023 | $316,633 | +1.3% | 4,102 | 0.0% | 0.10% | -2.9% |
| Q1 2023 | $312,490 | +0.1% | 4,102 | -2.4% | 0.10% | -3.7% |
| Q4 2022 | $312,095 | +10.7% | 4,205 | 0.0% | 0.11% | +6.9% |
| Q3 2022 | $282,000 | -0.4% | 4,205 | +7.4% | 0.10% | +7.4% |
| Q2 2022 | $283,000 | +3.7% | 3,915 | +19.4% | 0.09% | +19.0% |
| Q1 2022 | $273,000 | +2.6% | 3,280 | +4.6% | 0.08% | +12.9% |
| Q4 2021 | $266,000 | – | 3,135 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 280,272 | $20,283,260 | 18.74% |
| Michael S. Ryan, Inc. | 152,903 | $10,379,069 | 9.90% |
| BRIGGS ADVISORY GROUP, INC. | 233,591 | $16,904,965 | 9.68% |
| Financial Planning & Information Services, Inc. | 628,733 | $45,501,384 | 8.47% |
| Morton Brown Family Wealth, LLC | 164,164 | $11,880,522 | 6.07% |
| RESTON WEALTH MANAGEMENT LLC | 146,617 | $10,610,695 | 5.36% |
| Capasso Planning Partners LLC | 134,295 | $9,718,909 | 5.20% |
| New Hampshire Trust | 251,539 | $18,203,877 | 4.95% |
| Melone Private Wealth, LLC | 94,280 | $6,823,034 | 4.88% |
| CarsonAllaria Wealth Management, Ltd. | 73,328 | $5,306,753 | 4.31% |