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 | $2,535,451 | +25.9% | 35,035 | +34.3% | 0.02% | +14.3% |
| Q2 2023 | $2,014,245 | +2.5% | 26,095 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $1,965,312 | +12.5% | 25,798 | +9.6% | 0.01% | 0.0% |
| Q4 2022 | $1,747,412 | +39.3% | 23,544 | +26.0% | 0.01% | -12.5% |
| Q3 2022 | $1,254,000 | +24.8% | 18,683 | +34.5% | 0.02% | +23.1% |
| Q2 2022 | $1,005,000 | -12.7% | 13,891 | +0.5% | 0.01% | -7.1% |
| Q1 2022 | $1,151,000 | -15.4% | 13,816 | -14.0% | 0.01% | -17.6% |
| Q4 2021 | $1,360,000 | +103.3% | 16,057 | +96.7% | 0.02% | +88.9% |
| Q3 2021 | $669,000 | -3.2% | 8,163 | +1.2% | 0.01% | -10.0% |
| Q2 2021 | $691,000 | +404.4% | 8,067 | +189.9% | 0.01% | +150.0% |
| Q2 2020 | $137,000 | – | 2,783 | – | 0.00% | – |
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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% |