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 | $394,417 | -19.5% | 5,450 | -14.2% | 0.05% | -16.1% |
| Q2 2023 | $490,157 | -17.0% | 6,350 | -18.1% | 0.06% | -18.4% |
| Q1 2023 | $590,395 | -0.6% | 7,750 | -3.1% | 0.08% | -5.0% |
| Q4 2022 | $593,760 | +10.6% | 8,000 | 0.0% | 0.08% | -2.4% |
| Q3 2022 | $537,000 | -7.3% | 8,000 | 0.0% | 0.08% | -6.8% |
| Q2 2022 | $579,000 | -13.2% | 8,000 | 0.0% | 0.09% | +6.0% |
| Q1 2022 | $667,000 | -1.6% | 8,000 | 0.0% | 0.08% | +5.1% |
| Q4 2021 | $678,000 | +3.4% | 8,000 | 0.0% | 0.08% | -10.2% |
| Q3 2021 | $656,000 | -4.4% | 8,000 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $686,000 | +4.6% | 8,000 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $656,000 | +23.8% | 8,000 | 0.0% | 0.09% | +15.4% |
| Q4 2020 | $530,000 | +62.6% | 8,000 | +23.1% | 0.08% | +47.2% |
| Q3 2020 | $326,000 | +20.7% | 6,500 | +18.2% | 0.05% | +12.8% |
| Q2 2020 | $270,000 | +20.0% | 5,500 | 0.0% | 0.05% | +6.8% |
| Q1 2020 | $225,000 | – | 5,500 | – | 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% |