SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 60 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,235 | -15.6% | 280 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $23,976 | +1.3% | 311 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,662 | +7.5% | 311 | +4.7% | 0.00% | 0.0% |
| Q4 2022 | $22,014 | +22.3% | 297 | +11.7% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 266 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | +5.6% | 266 | +23.7% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +100.0% | 215 | +19.4% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | -82.7% | 180 | -85.9% | 0.00% | -75.0% |
| Q1 2020 | $52,000 | -90.0% | 1,280 | -83.8% | 0.00% | -89.5% |
| Q4 2019 | $520,000 | +23.5% | 7,920 | +15.1% | 0.04% | +8.6% |
| Q3 2019 | $421,000 | +1.0% | 6,880 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $417,000 | -5.9% | 6,880 | -6.3% | 0.04% | -5.3% |
| Q1 2019 | $443,000 | +12.2% | 7,342 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $395,000 | +3191.7% | 7,342 | +3978.9% | 0.04% | +3600.0% |
| Q3 2018 | $12,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 180 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | +10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 90 | 0.0% | 0.00% | -50.0% |
| Q1 2016 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -20.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $9,000 | -10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | -25.0% |
| Q1 2014 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $8,000 | – | 90 | – | 0.00% | – |
Download | ||||||
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% |