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 | $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 ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |