SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,034 | +525.4% | 567 | +567.1% | 0.00% | – |
| Q2 2023 | $6,561 | +34.6% | 85 | +32.8% | 0.00% | – |
| Q1 2023 | $4,876 | +2.7% | 64 | 0.0% | 0.00% | – |
| Q4 2022 | $4,750 | +18.8% | 64 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 64 | -22.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | +300.0% | 82 | +720.0% | 0.00% | – |
| Q1 2019 | $1,000 | -80.0% | 10 | -88.9% | 0.00% | – |
| Q4 2018 | $5,000 | – | 90 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |