SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,725 | -6.2% | 770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $59,436 | +1.3% | 770 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $58,659 | -21.5% | 770 | -23.5% | 0.00% | 0.0% |
| Q4 2022 | $74,740 | +9.9% | 1,007 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | -6.8% | 1,006 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $73,000 | -13.1% | 1,009 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | +342.1% | 1,008 | +327.1% | 0.00% | – |
| Q3 2021 | $19,000 | -5.0% | 236 | +0.4% | 0.00% | – |
| Q2 2021 | $20,000 | -35.5% | 235 | -69.5% | 0.00% | -100.0% |
| Q1 2020 | $31,000 | – | 770 | – | 0.00% | – |
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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% |