SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $245,407 | -11.3% | 3,391 | -5.4% | 0.07% | -4.2% |
Q2 2023 | $276,649 | +2.5% | 3,584 | +1.2% | 0.07% | -4.0% |
Q1 2023 | $269,906 | +5.6% | 3,543 | +2.8% | 0.08% | +4.2% |
Q4 2022 | $255,688 | +11.2% | 3,445 | +13.3% | 0.07% | +5.9% |
Q3 2022 | $230,000 | +6.0% | 3,041 | +1.3% | 0.07% | +4.6% |
Q2 2022 | $217,000 | -17.2% | 3,003 | -4.6% | 0.06% | +8.3% |
Q1 2022 | $262,000 | -21.6% | 3,149 | -20.1% | 0.06% | -14.3% |
Q4 2021 | $334,000 | -4.8% | 3,939 | -7.9% | 0.07% | -12.5% |
Q3 2021 | $351,000 | -10.0% | 4,277 | -6.0% | 0.08% | -10.1% |
Q2 2021 | $390,000 | +26.2% | 4,550 | +20.6% | 0.09% | +17.1% |
Q1 2021 | $309,000 | +27.7% | 3,772 | +3.3% | 0.08% | +22.6% |
Q4 2020 | $242,000 | – | 3,650 | – | 0.06% | – |
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% |