SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
Founders Capital Management | 21 | $1,716 | 0.00% |
M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |