SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734 | -2.4% | 10,137 | +4.1% | 0.00% | -20.0% |
| Q2 2023 | $752 | +13.6% | 9,738 | +12.0% | 0.01% | +25.0% |
| Q1 2023 | $662 | +3.9% | 8,696 | +1.4% | 0.00% | -20.0% |
| Q4 2022 | $637 | -99.8% | 8,576 | +62.3% | 0.01% | +66.7% |
| Q3 2022 | $355,000 | -13.0% | 5,284 | -6.2% | 0.00% | 0.0% |
| Q2 2022 | $408,000 | +173.8% | 5,631 | +214.9% | 0.00% | +200.0% |
| Q1 2022 | $149,000 | -40.6% | 1,788 | -39.6% | 0.00% | -50.0% |
| Q4 2021 | $251,000 | +167.0% | 2,960 | +171.1% | 0.00% | +100.0% |
| Q2 2021 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $94,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $94,000 | +452.9% | 1,092 | +240.2% | 0.00% | – |
| Q4 2018 | $17,000 | +240.0% | 321 | +365.2% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 69 | +7.8% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 64 | +100.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 32 | -8.6% | 0.00% | – |
| Q3 2017 | $4,000 | -42.9% | 35 | -40.7% | 0.00% | – |
| Q2 2017 | $7,000 | – | 59 | – | 0.00% | – |
Download | ||||||
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% |