SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,054 | -99.7% | 40,092 | +159.5% | 0.12% | +121.4% |
| Q3 2022 | $1,037,000 | +109.9% | 15,448 | +164.7% | 0.06% | +330.8% |
| Q4 2021 | $494,000 | -3.7% | 5,836 | -6.7% | 0.01% | -38.1% |
| Q3 2021 | $513,000 | -63.8% | 6,256 | -62.2% | 0.02% | -70.4% |
| Q2 2021 | $1,417,000 | +35.2% | 16,537 | +29.4% | 0.07% | +24.6% |
| Q1 2021 | $1,048,000 | – | 12,781 | – | 0.06% | – |
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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% |