SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,229 | -28.7% | 3,582 | -24.0% | 0.00% | -33.3% |
| Q2 2023 | $363,796 | +2.2% | 4,713 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $356,065 | -8.3% | 4,674 | -10.7% | 0.01% | -14.3% |
| Q4 2022 | $388,319 | +49.9% | 5,232 | +35.8% | 0.01% | 0.0% |
| Q3 2022 | $259,000 | -0.8% | 3,853 | +7.0% | 0.01% | +16.7% |
| Q2 2022 | $261,000 | -13.9% | 3,600 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $303,000 | -21.3% | 3,642 | -19.9% | 0.01% | -25.0% |
| Q4 2021 | $385,000 | +1.3% | 4,546 | -2.0% | 0.01% | +14.3% |
| Q3 2021 | $380,000 | -3.1% | 4,638 | +1.5% | 0.01% | -22.2% |
| Q2 2021 | $392,000 | +68.2% | 4,570 | -3.5% | 0.01% | -10.0% |
| Q2 2020 | $233,000 | -36.2% | 4,736 | -14.2% | 0.01% | -37.5% |
| Q4 2019 | $365,000 | +31.8% | 5,523 | +24.6% | 0.02% | +33.3% |
| Q3 2019 | $277,000 | +0.7% | 4,433 | -2.1% | 0.01% | 0.0% |
| Q2 2019 | $275,000 | -8.0% | 4,528 | -9.0% | 0.01% | -20.0% |
| Q1 2019 | $299,000 | +7.9% | 4,976 | -2.7% | 0.02% | -6.2% |
| Q4 2018 | $277,000 | -19.5% | 5,112 | +0.8% | 0.02% | -5.9% |
| Q3 2018 | $344,000 | -19.8% | 5,071 | -20.3% | 0.02% | -32.0% |
| Q2 2018 | $429,000 | -63.2% | 6,366 | -33.0% | 0.02% | -64.3% |
| Q1 2018 | $1,167,000 | – | 9,497 | – | 0.07% | – |
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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% |