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 | $163,599 | -5.8% | 2,261 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $173,621 | +1.9% | 2,249 | +0.5% | 0.01% | -10.0% |
| Q1 2023 | $170,382 | +3.0% | 2,237 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $165,352 | +11.0% | 2,228 | +0.4% | 0.01% | +11.1% |
| Q3 2022 | $149,000 | -6.9% | 2,219 | +0.5% | 0.01% | -10.0% |
| Q2 2022 | $160,000 | -20.8% | 2,208 | -9.1% | 0.01% | 0.0% |
| Q1 2022 | $202,000 | +573.3% | 2,428 | +593.7% | 0.01% | +900.0% |
| Q4 2021 | $30,000 | +3.4% | 350 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $29,000 | -3.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -37.5% | 350 | -40.5% | 0.00% | -33.3% |
| Q1 2021 | $48,000 | +33.3% | 588 | +54.7% | 0.00% | -25.0% |
| Q3 2015 | $36,000 | -10.0% | 380 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $40,000 | -2.4% | 380 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $41,000 | – | 380 | – | 0.01% | – |
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% |