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 | $7,404,616 | -5.6% | 102,316 | +0.6% | 4.29% | +0.2% |
| Q2 2023 | $7,847,058 | +4.0% | 101,659 | +2.6% | 4.28% | +1.7% |
| Q1 2023 | $7,548,448 | +3.3% | 99,087 | +0.6% | 4.21% | +0.9% |
| Q4 2022 | $7,308,815 | +13.1% | 98,475 | +2.3% | 4.17% | +1.2% |
| Q3 2022 | $6,461,000 | -3.0% | 96,231 | +4.6% | 4.12% | +1.8% |
| Q2 2022 | $6,664,000 | -12.1% | 92,026 | +1.1% | 4.04% | -1.1% |
| Q1 2022 | $7,582,000 | +0.2% | 90,991 | +1.9% | 4.09% | +4.5% |
| Q4 2021 | $7,568,000 | +10.8% | 89,328 | +7.2% | 3.92% | +4.6% |
| Q3 2021 | $6,828,000 | -2.5% | 83,304 | +1.9% | 3.74% | +2.5% |
| Q2 2021 | $7,004,000 | +0.1% | 81,719 | -4.3% | 3.66% | -4.2% |
| Q1 2021 | $6,998,000 | +25.0% | 85,347 | +0.9% | 3.82% | +11.7% |
| Q4 2020 | $5,600,000 | +38.5% | 84,601 | +4.8% | 3.42% | +14.4% |
| Q3 2020 | $4,043,000 | +8.2% | 80,719 | +6.1% | 2.99% | +7.0% |
| Q2 2020 | $3,736,000 | +9.4% | 76,050 | -9.0% | 2.79% | +0.0% |
| Q1 2020 | $3,415,000 | – | 83,569 | – | 2.79% | – |
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% |