SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $391,000 | -88.6% | 5,393 | -89.6% | 0.04% | -89.4% |
| Q4 2020 | $3,421,000 | +965.7% | 51,690 | +1927.1% | 0.39% | +437.5% |
| Q4 2017 | $321,000 | +3.9% | 2,550 | +4.4% | 0.07% | 0.0% |
| Q3 2017 | $309,000 | +6.6% | 2,443 | +0.4% | 0.07% | 0.0% |
| Q2 2017 | $290,000 | +1.4% | 2,434 | +0.3% | 0.07% | -4.0% |
| Q1 2017 | $286,000 | -12.0% | 2,426 | -11.1% | 0.08% | -16.7% |
| Q4 2016 | $325,000 | +6.6% | 2,728 | -3.9% | 0.09% | +3.4% |
| Q3 2016 | $305,000 | -9.5% | 2,840 | -15.8% | 0.09% | -6.5% |
| Q2 2016 | $337,000 | -16.8% | 3,371 | -18.8% | 0.09% | -15.5% |
| Q1 2016 | $405,000 | +36.8% | 4,149 | +30.1% | 0.11% | +42.9% |
| Q4 2015 | $296,000 | +33.9% | 3,189 | +36.2% | 0.08% | +35.1% |
| Q3 2015 | $221,000 | +52.4% | 2,341 | +71.1% | 0.06% | +46.2% |
| Q2 2015 | $145,000 | – | 1,368 | – | 0.04% | – |
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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% |