SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $533 | -81.6% | 7 | -82.1% | 0.00% | – |
| Q4 2022 | $2,895 | -3.5% | 39 | -13.3% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 45 | +15.4% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 39 | -27.8% | 0.00% | – |
| Q1 2022 | $4,000 | -20.0% | 54 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 54 | +145.5% | 0.00% | – |
| Q3 2021 | $2,000 | +100.0% | 22 | +214.3% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 7 | -76.7% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | -23.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 39 | -17.0% | 0.00% | – |
| Q4 2019 | $3,000 | +200.0% | 47 | +213.3% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -75.0% | 15 | -53.1% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 32 | -11.1% | 0.00% | – |
| Q1 2017 | $4,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |