SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,324 | -6.2% | 6,886 | +0.0% | 0.04% | 0.0% |
| Q2 2023 | $531,479 | -6.4% | 6,885 | -7.6% | 0.04% | -9.1% |
| Q1 2023 | $567,909 | +1.5% | 7,455 | -1.1% | 0.04% | -6.4% |
| Q4 2022 | $559,581 | +2.1% | 7,539 | -7.6% | 0.05% | -7.8% |
| Q3 2022 | $548,000 | -31.7% | 8,157 | -26.3% | 0.05% | -28.2% |
| Q2 2022 | $802,000 | -14.7% | 11,073 | -1.8% | 0.07% | -4.1% |
| Q1 2022 | $940,000 | -1.8% | 11,280 | -0.2% | 0.07% | +4.2% |
| Q4 2021 | $957,000 | -18.8% | 11,298 | -21.5% | 0.07% | -26.8% |
| Q3 2021 | $1,179,000 | -10.7% | 14,384 | -6.7% | 0.10% | -11.0% |
| Q2 2021 | $1,321,000 | +1.7% | 15,414 | -2.7% | 0.11% | -1.8% |
| Q1 2021 | $1,299,000 | +20.8% | 15,837 | -2.5% | 0.11% | -21.3% |
| Q4 2020 | $1,075,000 | – | 16,249 | – | 0.14% | – |
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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% |