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 2019 | $358,000 | +15.9% | 5,447 | +7.9% | 0.10% | +73.7% |
| Q3 2019 | $309,000 | +2.0% | 5,049 | +1.2% | 0.06% | +5.6% |
| Q2 2019 | $303,000 | 0.0% | 4,987 | -0.7% | 0.05% | +1.9% |
| Q1 2019 | $303,000 | +29.5% | 5,023 | +15.6% | 0.05% | +10.4% |
| Q4 2018 | $234,000 | -29.5% | 4,346 | -10.5% | 0.05% | -33.3% |
| Q3 2018 | $332,000 | -0.3% | 4,858 | -2.7% | 0.07% | -5.3% |
| Q2 2018 | $333,000 | – | 4,991 | – | 0.08% | – |
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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% |