SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,105 | -3.8% | 4,133 | +2.6% | 0.04% | -7.9% |
| Q2 2023 | $311,076 | +1.1% | 4,030 | -0.2% | 0.04% | -5.0% |
| Q1 2023 | $307,615 | +1.9% | 4,038 | -0.8% | 0.04% | +2.6% |
| Q4 2022 | $302,001 | +10.6% | 4,069 | 0.0% | 0.04% | +5.4% |
| Q3 2022 | $273,000 | -11.4% | 4,069 | -4.5% | 0.04% | -9.8% |
| Q2 2022 | $308,000 | -1.9% | 4,259 | +13.2% | 0.04% | +17.1% |
| Q1 2022 | $314,000 | -36.4% | 3,763 | -35.5% | 0.04% | -31.4% |
| Q4 2021 | $494,000 | +2.9% | 5,835 | -0.4% | 0.05% | -3.8% |
| Q3 2021 | $480,000 | +2.8% | 5,858 | +7.6% | 0.05% | 0.0% |
| Q2 2021 | $467,000 | +13.9% | 5,446 | +8.8% | 0.05% | 0.0% |
| Q1 2021 | $410,000 | – | 5,005 | – | 0.05% | – |
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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% |