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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,281 | -97.1% | 45 | -97.0% | 0.00% | -100.0% |
| Q2 2023 | $114,805 | +1.9% | 1,487 | +0.6% | 0.01% | -10.0% |
| Q1 2023 | $112,633 | +102293.6% | 1,478 | -0.4% | 0.01% | 0.0% |
| Q4 2022 | $110 | -99.9% | 1,484 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $99,000 | -10.8% | 1,478 | -3.7% | 0.01% | -9.1% |
| Q2 2022 | $111,000 | -12.6% | 1,534 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $127,000 | +6.7% | 1,527 | +8.6% | 0.01% | 0.0% |
| Q4 2021 | $119,000 | +4.4% | 1,406 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $114,000 | -4.2% | 1,394 | +0.3% | 0.01% | -8.3% |
| Q2 2021 | $119,000 | +4.4% | 1,390 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $114,000 | +25.3% | 1,385 | +0.4% | 0.01% | +20.0% |
| Q4 2020 | $91,000 | +31.9% | 1,379 | +0.4% | 0.01% | +25.0% |
| Q3 2020 | $69,000 | +3.0% | 1,373 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $67,000 | +19.6% | 1,370 | +0.5% | 0.01% | +14.3% |
| Q1 2020 | $56,000 | -74.9% | 1,363 | -59.9% | 0.01% | -74.1% |
| Q4 2019 | $223,000 | +7.7% | 3,401 | +0.5% | 0.03% | 0.0% |
| Q3 2019 | $207,000 | +1.0% | 3,383 | +0.4% | 0.03% | 0.0% |
| Q2 2019 | $205,000 | -3.3% | 3,368 | +0.4% | 0.03% | -3.6% |
| Q1 2019 | $212,000 | +6.5% | 3,353 | +0.4% | 0.03% | -3.4% |
| Q4 2018 | $199,000 | +4875.0% | 3,341 | +10677.4% | 0.03% | +2800.0% |
| Q4 2017 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | – | 31 | – | 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% |