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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,252 | -3.1% | 58,753 | +3.3% | 2.33% | +2.0% |
| Q2 2023 | $4,390 | +1.6% | 56,874 | +0.3% | 2.28% | -1.3% |
| Q1 2023 | $4,319 | +2.7% | 56,696 | +0.1% | 2.31% | -0.3% |
| Q4 2022 | $4,205 | -99.9% | 56,651 | +3.7% | 2.32% | +4.4% |
| Q3 2022 | $3,668,000 | -7.4% | 54,630 | -0.1% | 2.22% | -0.0% |
| Q2 2022 | $3,959,000 | -17.9% | 54,680 | -5.5% | 2.22% | -1.3% |
| Q1 2022 | $4,821,000 | -2.0% | 57,854 | -0.3% | 2.25% | +7.2% |
| Q4 2021 | $4,918,000 | +2.7% | 58,053 | -0.7% | 2.10% | -4.2% |
| Q3 2021 | $4,790,000 | -4.8% | 58,445 | -0.4% | 2.19% | -2.5% |
| Q2 2021 | $5,029,000 | +4.7% | 58,679 | +0.1% | 2.25% | -1.7% |
| Q1 2021 | $4,805,000 | +23.8% | 58,599 | -0.1% | 2.29% | +13.7% |
| Q4 2020 | $3,882,000 | +31.3% | 58,647 | -0.7% | 2.01% | +5.3% |
| Q3 2020 | $2,957,000 | +2.4% | 59,034 | +0.4% | 1.91% | -3.2% |
| Q2 2020 | $2,887,000 | +62.6% | 58,777 | +35.3% | 1.97% | +30.9% |
| Q1 2020 | $1,775,000 | +298.0% | 43,453 | +540.5% | 1.51% | +428.4% |
| Q4 2019 | $446,000 | +8.0% | 6,784 | +0.5% | 0.28% | -1.0% |
| Q3 2019 | $413,000 | +2.5% | 6,750 | +1.6% | 0.29% | +3.2% |
| Q2 2019 | $403,000 | +3.6% | 6,643 | +2.9% | 0.28% | +11.2% |
| Q1 2019 | $389,000 | +13.1% | 6,455 | +0.9% | 0.25% | +24.9% |
| Q4 2018 | $344,000 | +27.4% | 6,396 | +119.8% | 0.20% | -11.8% |
| Q4 2015 | $270,000 | – | 2,910 | – | 0.23% | – |
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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% |