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 | $1,217,701 | -6.1% | 16,826 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $1,296,174 | +9.3% | 16,792 | +7.9% | 0.00% | 0.0% |
Q1 2023 | $1,185,894 | -27.3% | 15,567 | -29.1% | 0.00% | 0.0% |
Q4 2022 | $1,630,627 | +4.3% | 21,970 | -5.6% | 0.00% | -33.3% |
Q3 2022 | $1,563,000 | -7.8% | 23,278 | -0.6% | 0.00% | 0.0% |
Q2 2022 | $1,695,000 | +7.3% | 23,423 | +23.6% | 0.00% | 0.0% |
Q1 2022 | $1,579,000 | +51.8% | 18,954 | +54.4% | 0.00% | +50.0% |
Q4 2021 | $1,040,000 | +66.9% | 12,274 | +61.3% | 0.00% | +100.0% |
Q3 2021 | $623,000 | +47.3% | 7,609 | +54.3% | 0.00% | 0.0% |
Q2 2021 | $423,000 | +77.0% | 4,932 | +68.4% | 0.00% | 0.0% |
Q1 2021 | $239,000 | +44.0% | 2,928 | +16.2% | 0.00% | – |
Q4 2020 | $166,000 | +9.2% | 2,520 | -16.8% | 0.00% | – |
Q3 2020 | $152,000 | +47.6% | 3,029 | +44.2% | 0.00% | – |
Q2 2020 | $103,000 | -14.2% | 2,100 | -28.5% | 0.00% | – |
Q1 2020 | $120,000 | -91.6% | 2,937 | -86.5% | 0.00% | -100.0% |
Q4 2019 | $1,435,000 | +173.9% | 21,836 | +155.2% | 0.01% | +150.0% |
Q3 2019 | $524,000 | +288.1% | 8,555 | +284.0% | 0.00% | +100.0% |
Q2 2019 | $135,000 | +42.1% | 2,228 | +41.9% | 0.00% | – |
Q1 2019 | $95,000 | -13.6% | 1,570 | -23.0% | 0.00% | -100.0% |
Q4 2018 | $110,000 | +150.0% | 2,038 | +218.9% | 0.00% | – |
Q3 2018 | $44,000 | +1366.7% | 639 | +1497.5% | 0.00% | – |
Q2 2018 | $3,000 | – | 40 | +900.0% | 0.00% | – |
Q1 2018 | $0 | -100.0% | 4 | -90.2% | 0.00% | – |
Q4 2017 | $5,000 | -86.1% | 41 | -85.5% | 0.00% | – |
Q3 2017 | $36,000 | – | 283 | +28200.0% | 0.00% | – |
Q1 2017 | $0 | – | 1 | -75.0% | 0.00% | – |
Q1 2016 | $0 | -100.0% | 4 | -90.7% | 0.00% | – |
Q3 2015 | $4,000 | – | 43 | – | 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% |