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 2021 | $2,476,000 | -15.7% | 30,206 | -11.9% | 0.38% | -15.3% |
| Q2 2021 | $2,937,000 | +358.9% | 34,269 | +251.7% | 0.44% | +253.2% |
| Q4 2019 | $640,000 | +32.5% | 9,744 | +23.5% | 0.13% | +21.2% |
| Q3 2019 | $483,000 | +99.6% | 7,892 | +98.2% | 0.10% | +79.3% |
| Q2 2019 | $242,000 | +8.0% | 3,981 | +7.1% | 0.06% | -7.9% |
| Q1 2019 | $224,000 | +4.7% | 3,718 | -6.3% | 0.06% | -21.2% |
| Q4 2018 | $214,000 | -92.0% | 3,968 | -89.8% | 0.08% | -90.4% |
| Q3 2018 | $2,660,000 | +1046.6% | 38,968 | +1022.4% | 0.83% | +914.6% |
| Q2 2018 | $232,000 | -83.2% | 3,472 | -69.0% | 0.08% | -80.2% |
| Q1 2018 | $1,382,000 | +104.4% | 11,191 | +108.1% | 0.41% | +103.9% |
| Q4 2017 | $676,000 | – | 5,378 | – | 0.20% | – |
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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% |