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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |