SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 289 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16,489 | -99.9% | 222,159 | -23.7% | 0.25% | -24.5% |
| Q3 2022 | $19,540,000 | -13.3% | 291,029 | -6.5% | 0.33% | -7.1% |
| Q2 2022 | $22,528,000 | -14.8% | 311,112 | -1.9% | 0.35% | -5.1% |
| Q1 2022 | $26,438,000 | +1.5% | 317,267 | +3.2% | 0.37% | +6.9% |
| Q4 2021 | $26,044,000 | +7.6% | 307,413 | +4.1% | 0.35% | +1.8% |
| Q3 2021 | $24,209,000 | +3.4% | 295,374 | +8.1% | 0.34% | +9.3% |
| Q2 2021 | $23,414,000 | +12.8% | 273,180 | +7.9% | 0.31% | +6.9% |
| Q1 2021 | $20,750,000 | +128.1% | 253,081 | +84.2% | 0.29% | +115.6% |
| Q4 2020 | $9,095,000 | +37.0% | 137,406 | +3.7% | 0.14% | +25.0% |
| Q3 2020 | $6,639,000 | +75.4% | 132,535 | +72.0% | 0.11% | +71.4% |
| Q2 2020 | $3,785,000 | +18.7% | 77,057 | -1.3% | 0.06% | +3.3% |
| Q1 2020 | $3,190,000 | – | 78,076 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |