SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,988 | -6.2% | 8,940 | 0.0% | 0.03% | -9.4% |
| Q2 2023 | $690,079 | +1.3% | 8,940 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $681,049 | +8.7% | 8,940 | +5.9% | 0.04% | -2.8% |
| Q4 2022 | $626,417 | +10.5% | 8,440 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $567,000 | -2.2% | 8,440 | +5.3% | 0.04% | -2.7% |
| Q2 2022 | $580,000 | -1.7% | 8,015 | +13.3% | 0.04% | +15.6% |
| Q1 2022 | $590,000 | -1.5% | 7,075 | 0.0% | 0.03% | +6.7% |
| Q4 2021 | $599,000 | +3.3% | 7,075 | 0.0% | 0.03% | -9.1% |
| Q3 2021 | $580,000 | -4.3% | 7,075 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $606,000 | +4.5% | 7,075 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $580,000 | +23.9% | 7,075 | 0.0% | 0.04% | +16.1% |
| Q4 2020 | $468,000 | +32.2% | 7,075 | 0.0% | 0.03% | +14.8% |
| Q3 2020 | $354,000 | +1.7% | 7,075 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $348,000 | -36.7% | 7,075 | -47.4% | 0.03% | -48.1% |
| Q1 2020 | $550,000 | – | 13,452 | – | 0.05% | – |
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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% |