SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,697 | -6.2% | 5,509 | +0.1% | 0.09% | -2.1% |
| Q2 2023 | $425,007 | +1.4% | 5,506 | +0.1% | 0.10% | -5.0% |
| Q1 2023 | $419,175 | +2.7% | 5,502 | +0.0% | 0.10% | +1.0% |
| Q4 2022 | $408,210 | +10.6% | 5,500 | 0.0% | 0.10% | +3.1% |
| Q3 2022 | $369,000 | -7.3% | 5,500 | 0.0% | 0.10% | +1.1% |
| Q2 2022 | $398,000 | -13.1% | 5,500 | 0.0% | 0.10% | +4.4% |
| Q1 2022 | $458,000 | -1.7% | 5,500 | 0.0% | 0.09% | +13.8% |
| Q4 2021 | $466,000 | +2.9% | 5,500 | -0.5% | 0.08% | -7.0% |
| Q3 2021 | $453,000 | -4.4% | 5,529 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $474,000 | +4.6% | 5,529 | 0.0% | 0.09% | +1.2% |
| Q1 2021 | $453,000 | +0.7% | 5,529 | -18.8% | 0.09% | -1.1% |
| Q4 2020 | $450,000 | +47.1% | 6,806 | +11.5% | 0.09% | +29.9% |
| Q3 2020 | $306,000 | +2.3% | 6,104 | +0.2% | 0.07% | -5.6% |
| Q2 2020 | $299,000 | +60.8% | 6,094 | +34.1% | 0.07% | +42.0% |
| Q1 2020 | $186,000 | -37.4% | 4,543 | +0.6% | 0.05% | -19.4% |
| Q4 2019 | $297,000 | +8.0% | 4,514 | +0.5% | 0.06% | -3.1% |
| Q3 2019 | $275,000 | +83.3% | 4,490 | +81.6% | 0.06% | +88.2% |
| Q2 2019 | $150,000 | +59.6% | 2,472 | +58.4% | 0.03% | +54.5% |
| Q1 2019 | $94,000 | +95.8% | 1,561 | +73.4% | 0.02% | +69.2% |
| Q4 2018 | $48,000 | -17.2% | 900 | +6.3% | 0.01% | 0.0% |
| Q3 2018 | $58,000 | +383.3% | 847 | +375.8% | 0.01% | +333.3% |
| Q2 2018 | $12,000 | – | 178 | – | 0.00% | – |
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% |