SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,754 | -20.7% | 505,421 | -16.1% | 0.47% | -21.0% |
| Q2 2023 | $46,327 | +3.2% | 602,726 | +0.2% | 0.60% | -1.2% |
| Q1 2023 | $44,886 | -1.7% | 601,454 | -0.7% | 0.60% | -3.1% |
| Q4 2022 | $45,640 | -99.9% | 605,644 | -0.9% | 0.62% | -4.3% |
| Q3 2022 | $45,977,000 | +0.4% | 611,191 | -2.9% | 0.65% | +5.9% |
| Q2 2022 | $45,795,000 | -14.5% | 629,676 | -0.6% | 0.61% | +3.2% |
| Q1 2022 | $53,533,000 | +1.0% | 633,505 | +1.2% | 0.60% | +0.8% |
| Q4 2021 | $53,018,000 | +1.6% | 625,742 | +0.1% | 0.59% | -4.2% |
| Q3 2021 | $52,206,000 | +0.6% | 625,068 | +2.6% | 0.62% | -1.0% |
| Q2 2021 | $51,880,000 | +666.0% | 609,344 | +638.2% | 0.62% | +606.8% |
| Q1 2021 | $6,773,000 | +21.4% | 82,547 | -2.1% | 0.09% | +12.8% |
| Q4 2020 | $5,581,000 | +31.6% | 84,316 | -0.7% | 0.08% | +18.2% |
| Q3 2020 | $4,241,000 | +6.6% | 84,904 | +3.4% | 0.07% | +1.5% |
| Q2 2020 | $3,980,000 | +3.6% | 82,106 | -12.8% | 0.06% | -7.1% |
| Q1 2020 | $3,843,000 | -15.2% | 94,202 | +36.7% | 0.07% | -1.4% |
| Q4 2019 | $4,530,000 | – | 68,935 | – | 0.07% | – |
Download | ||||||
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% |