SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,101,935 | -4.4% | 98,134 | +2.0% | 0.07% | +7.6% |
| Q2 2023 | $7,429,074 | +2.2% | 96,244 | +0.8% | 0.07% | -18.5% |
| Q1 2023 | $7,271,947 | +9.5% | 95,457 | +6.7% | 0.08% | +32.8% |
| Q4 2022 | $6,640,445 | +16.7% | 89,470 | +31.0% | 0.06% | -4.7% |
| Q1 2022 | $5,692,000 | +9.8% | 68,312 | +11.7% | 0.06% | 0.0% |
| Q4 2021 | $5,183,000 | +9.4% | 61,178 | +5.9% | 0.06% | -1.5% |
| Q3 2021 | $4,737,000 | +242.5% | 57,795 | +176.7% | 0.06% | +182.6% |
| Q4 2020 | $1,383,000 | +58.2% | 20,887 | +19.7% | 0.02% | +43.8% |
| Q3 2020 | $874,000 | -49.4% | 17,450 | -50.4% | 0.02% | -50.0% |
| Q2 2020 | $1,728,000 | +59.6% | 35,179 | +32.7% | 0.03% | +14.3% |
| Q1 2020 | $1,083,000 | – | 26,514 | – | 0.03% | – |
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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% |