SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,795 | -26.4% | 1,959 | -24.6% | 0.00% | -33.3% |
| Q4 2022 | $192,722 | -56.2% | 2,597 | -57.2% | 0.00% | -70.0% |
| Q2 2022 | $440,000 | -17.9% | 6,073 | -5.6% | 0.01% | -16.7% |
| Q1 2022 | $536,000 | +5.5% | 6,434 | +7.4% | 0.01% | 0.0% |
| Q4 2021 | $508,000 | +4.3% | 5,992 | +0.9% | 0.01% | -7.7% |
| Q3 2021 | $487,000 | -4.1% | 5,939 | +0.2% | 0.01% | -7.1% |
| Q2 2021 | $508,000 | -2.1% | 5,926 | -6.4% | 0.01% | -17.6% |
| Q1 2021 | $519,000 | -60.3% | 6,333 | -67.9% | 0.02% | -63.0% |
| Q4 2020 | $1,306,000 | +28.0% | 19,731 | -3.1% | 0.05% | +4.5% |
| Q3 2020 | $1,020,000 | -17.0% | 20,360 | -18.6% | 0.04% | -15.4% |
| Q2 2020 | $1,229,000 | -2.7% | 25,020 | -19.0% | 0.05% | -16.1% |
| Q1 2020 | $1,263,000 | +94.0% | 30,900 | +212.1% | 0.06% | +129.6% |
| Q4 2019 | $651,000 | +134.2% | 9,901 | +114.8% | 0.03% | 0.0% |
| Q1 2019 | $278,000 | -12.6% | 4,609 | -22.0% | 0.03% | +8.0% |
| Q4 2018 | $318,000 | +25.2% | 5,909 | +58.7% | 0.02% | +25.0% |
| Q3 2018 | $254,000 | – | 3,724 | – | 0.02% | – |
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% |