SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $318 | -39.4% | 4,400 | -35.3% | 0.00% | 0.0% |
Q2 2023 | $525 | +47.5% | 6,800 | +41.7% | 0.00% | – |
Q4 2022 | $356 | -99.9% | 4,800 | -25.0% | 0.00% | -100.0% |
Q3 2022 | $430,000 | -73.0% | 6,400 | -66.5% | 0.00% | -50.0% |
Q1 2022 | $1,592,000 | +411.9% | 19,100 | +402.6% | 0.00% | – |
Q3 2021 | $311,000 | -56.4% | 3,800 | -56.3% | 0.00% | -100.0% |
Q1 2021 | $713,000 | +107.9% | 8,700 | +3.6% | 0.00% | – |
Q1 2020 | $343,000 | +28.5% | 8,400 | +90.9% | 0.00% | – |
Q2 2019 | $267,000 | -45.5% | 4,400 | -51.6% | 0.00% | -100.0% |
Q4 2018 | $490,000 | -21.1% | 9,100 | -2.1% | 0.00% | – |
Q2 2018 | $621,000 | +190.2% | 9,297 | +446.9% | 0.00% | – |
Q4 2017 | $214,000 | – | 1,700 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |