SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,539 | +0.8% | 5,714 | +7.5% | 0.06% | +5.0% |
| Q2 2023 | $410,252 | +3.0% | 5,315 | +1.6% | 0.06% | -1.6% |
| Q1 2023 | $398,417 | +9.3% | 5,230 | +6.5% | 0.06% | +7.0% |
| Q4 2022 | $364,538 | +24.0% | 4,912 | +12.4% | 0.06% | +16.3% |
| Q3 2022 | $294,000 | -6.7% | 4,372 | +0.5% | 0.05% | -5.8% |
| Q2 2022 | $315,000 | -9.0% | 4,349 | +4.6% | 0.05% | +8.3% |
| Q1 2022 | $346,000 | -1.4% | 4,157 | +0.4% | 0.05% | +9.1% |
| Q4 2021 | $351,000 | +10.7% | 4,139 | +6.9% | 0.04% | +2.3% |
| Q3 2021 | $317,000 | -21.3% | 3,872 | -17.7% | 0.04% | -20.4% |
| Q2 2021 | $403,000 | +3.3% | 4,707 | -1.2% | 0.05% | -5.3% |
| Q1 2021 | $390,000 | +28.3% | 4,762 | +3.8% | 0.06% | +23.9% |
| Q4 2020 | $304,000 | +43.4% | 4,587 | -11.6% | 0.05% | +4.5% |
| Q1 2020 | $212,000 | – | 5,190 | – | 0.04% | – |
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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% |