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 | $951,057 | -6.8% | 13,142 | -0.6% | 0.43% | -3.3% |
| Q2 2023 | $1,020,614 | +1.4% | 13,222 | +0.0% | 0.45% | -3.2% |
| Q1 2023 | $1,006,959 | +2.4% | 13,218 | -0.3% | 0.46% | -3.9% |
| Q4 2022 | $983,635 | +6.0% | 13,253 | -4.1% | 0.48% | +2.1% |
| Q3 2022 | $928,000 | -10.6% | 13,821 | -3.6% | 0.47% | -3.7% |
| Q2 2022 | $1,038,000 | -14.1% | 14,338 | -1.2% | 0.49% | -0.4% |
| Q1 2022 | $1,209,000 | -1.9% | 14,514 | -0.2% | 0.49% | +3.4% |
| Q4 2021 | $1,232,000 | +3.7% | 14,540 | +0.3% | 0.48% | -7.6% |
| Q3 2021 | $1,188,000 | -6.3% | 14,490 | -2.1% | 0.52% | -5.8% |
| Q2 2021 | $1,268,000 | +2.2% | 14,794 | -2.2% | 0.55% | -6.8% |
| Q1 2021 | $1,241,000 | +24.0% | 15,133 | +0.0% | 0.59% | +13.5% |
| Q4 2020 | $1,001,000 | +30.5% | 15,128 | -1.2% | 0.52% | +14.1% |
| Q3 2020 | $767,000 | -5.7% | 15,310 | -7.5% | 0.45% | -12.0% |
| Q2 2020 | $813,000 | +17.3% | 16,560 | -2.3% | 0.52% | -4.6% |
| Q1 2020 | $693,000 | -37.1% | 16,952 | +1.2% | 0.54% | -21.5% |
| Q4 2019 | $1,101,000 | +8.2% | 16,758 | +0.9% | 0.69% | -5.2% |
| Q3 2019 | $1,018,000 | -0.4% | 16,613 | -1.4% | 0.73% | +3.0% |
| Q2 2019 | $1,022,000 | +3.2% | 16,843 | +2.6% | 0.71% | +0.7% |
| Q1 2019 | $990,000 | +11.6% | 16,414 | -0.4% | 0.70% | +2.5% |
| Q4 2018 | $887,000 | -21.1% | 16,480 | +0.1% | 0.68% | -0.9% |
| Q3 2018 | $1,124,000 | -4.1% | 16,468 | -3.0% | 0.69% | +152.7% |
| Q2 2018 | $1,172,000 | +5.2% | 16,969 | +88.2% | 0.27% | +34.5% |
| Q1 2018 | $1,114,000 | -1.7% | 9,017 | +3.5% | 0.20% | +0.5% |
| Q4 2017 | $1,133,000 | +0.7% | 8,711 | -2.1% | 0.20% | -15.5% |
| Q3 2017 | $1,125,000 | +3.7% | 8,900 | -2.1% | 0.24% | -74.8% |
| Q2 2017 | $1,085,000 | -0.9% | 9,095 | -2.0% | 0.95% | +10.0% |
| Q1 2017 | $1,095,000 | +5.1% | 9,278 | -4.5% | 0.86% | +101.4% |
| Q4 2016 | $1,042,000 | 0.0% | 9,720 | 0.0% | 0.43% | 0.0% |
| Q3 2016 | $1,042,000 | +5.6% | 9,720 | -1.4% | 0.43% | +7.2% |
| Q2 2016 | $987,000 | -0.2% | 9,863 | -2.7% | 0.40% | -3.4% |
| Q1 2016 | $989,000 | +15.8% | 10,135 | -0.1% | 0.41% | -23.9% |
| Q4 2015 | $854,000 | -8.0% | 10,149 | +3.3% | 0.54% | +36.3% |
| Q3 2015 | $928,000 | -8.2% | 9,829 | -0.1% | 0.40% | +1.5% |
| Q2 2015 | $1,011,000 | -1.4% | 9,842 | +2.9% | 0.39% | +42.9% |
| Q1 2015 | $1,025,000 | -1.4% | 9,564 | -2.7% | 0.28% | -2.5% |
| Q4 2014 | $1,040,000 | +11.7% | 9,832 | +8.1% | 0.28% | -18.3% |
| Q3 2014 | $931,000 | – | 9,097 | – | 0.34% | – |
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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% |