SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,624 | -0.7% | 6,033 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $439,505 | +12.2% | 5,694 | +10.7% | 0.01% | 0.0% |
| Q1 2023 | $391,697 | +6.4% | 5,142 | +3.7% | 0.01% | 0.0% |
| Q4 2022 | $368,018 | +11.5% | 4,958 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $330,000 | -3.2% | 4,914 | +4.4% | 0.01% | 0.0% |
| Q2 2022 | $341,000 | +30.2% | 4,705 | +49.7% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | -35.5% | 3,144 | -49.1% | 0.00% | -55.6% |
| Q4 2019 | $406,000 | +16.3% | 6,173 | +8.5% | 0.01% | -35.7% |
| Q3 2019 | $349,000 | +17.9% | 5,688 | +16.5% | 0.01% | +7.7% |
| Q2 2019 | $296,000 | -37.0% | 4,883 | -37.3% | 0.01% | -48.0% |
| Q1 2019 | $470,000 | +83.6% | 7,791 | +63.4% | 0.02% | -41.9% |
| Q4 2018 | $256,000 | – | 4,769 | – | 0.04% | – |
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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% |