SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 192 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $342,000 | -14.7% | 6,828 | -16.4% | 0.01% | -26.7% |
| Q2 2020 | $401,000 | +39.2% | 8,171 | +16.0% | 0.02% | +25.0% |
| Q1 2020 | $288,000 | -24.4% | 7,047 | +22.4% | 0.01% | -7.7% |
| Q4 2019 | $381,000 | +17.2% | 5,759 | +8.1% | 0.01% | +8.3% |
| Q3 2019 | $325,000 | +29.5% | 5,329 | +28.9% | 0.01% | +33.3% |
| Q2 2019 | $251,000 | +0.4% | 4,135 | -0.8% | 0.01% | 0.0% |
| Q1 2019 | $250,000 | +21.4% | 4,169 | +39.0% | 0.01% | +28.6% |
| Q3 2018 | $206,000 | -10.0% | 3,000 | -13.1% | 0.01% | -22.2% |
| Q2 2018 | $229,000 | +1.8% | 3,452 | +88.7% | 0.01% | 0.0% |
| Q1 2018 | $225,000 | +16.6% | 1,829 | +19.3% | 0.01% | +12.5% |
| Q4 2017 | $193,000 | -4.5% | 1,533 | -3.6% | 0.01% | -11.1% |
| Q3 2017 | $202,000 | -15.8% | 1,590 | -27.2% | 0.01% | -50.0% |
| Q2 2014 | $240,000 | – | 2,183 | – | 0.02% | – |
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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% |