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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24 | +14.3% | 286 | 0.0% | 0.00% | – |
| Q3 2023 | $21 | -4.5% | 286 | 0.0% | 0.00% | – |
| Q2 2023 | $22 | 0.0% | 286 | 0.0% | 0.00% | – |
| Q1 2023 | $22 | +4.8% | 286 | 0.0% | 0.00% | – |
| Q4 2022 | $21 | -99.9% | 286 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -9.5% | 286 | 0.0% | 0.00% | – |
| Q2 2022 | $21,000 | -12.5% | 286 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | +4.3% | 286 | 0.0% | 0.00% | – |
| Q3 2021 | $23,000 | -41.0% | 286 | -36.6% | 0.00% | -100.0% |
| Q2 2021 | $39,000 | +5.4% | 451 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +23.3% | 451 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +30.4% | 451 | -0.2% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +43.8% | 452 | +39.1% | 0.00% | – |
| Q2 2020 | $16,000 | – | 325 | – | 0.00% | – |
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% |