SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,065,955 | -31.8% | 14,362 | -23.5% | 0.02% | -18.5% |
| Q1 2022 | $1,564,000 | +17.7% | 18,769 | +19.7% | 0.03% | +12.5% |
| Q4 2021 | $1,329,000 | +5.8% | 15,682 | +2.3% | 0.02% | +4.3% |
| Q3 2021 | $1,256,000 | -4.7% | 15,322 | -0.3% | 0.02% | -8.0% |
| Q2 2021 | $1,318,000 | +10.1% | 15,374 | +53.2% | 0.02% | -65.8% |
| Q2 2017 | $1,197,000 | +6.4% | 10,032 | +5.2% | 0.07% | 0.0% |
| Q1 2017 | $1,125,000 | -24.1% | 9,532 | -23.5% | 0.07% | -35.4% |
| Q4 2016 | $1,483,000 | – | 12,460 | – | 0.11% | – |
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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% |