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 | $337,940 | -14.6% | 4,670 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $395,921 | -61.8% | 5,129 | -62.3% | 0.00% | -70.0% |
| Q1 2023 | $1,036,971 | -19.8% | 13,612 | -21.9% | 0.01% | -28.6% |
| Q4 2022 | $1,293,163 | +35.8% | 17,423 | +22.9% | 0.01% | +16.7% |
| Q3 2022 | $952,000 | -14.8% | 14,181 | -8.1% | 0.01% | -20.0% |
| Q2 2022 | $1,118,000 | -22.9% | 15,435 | -11.4% | 0.02% | -21.1% |
| Q1 2022 | $1,451,000 | +51.1% | 17,412 | +53.7% | 0.02% | +35.7% |
| Q4 2021 | $960,000 | -2.3% | 11,328 | -5.6% | 0.01% | -12.5% |
| Q3 2021 | $983,000 | +18.0% | 11,994 | +23.4% | 0.02% | +6.7% |
| Q2 2021 | $833,000 | +20725.0% | 9,716 | +20141.7% | 0.02% | – |
| Q1 2021 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +200.0% | 48 | +860.0% | 0.00% | – |
| Q3 2016 | $1,000 | – | 5 | – | 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% |