SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 102 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $281,000 | -63.6% | 3,875 | -67.0% | 0.03% | -87.6% |
| Q4 2019 | $772,000 | +6.9% | 11,744 | -0.3% | 0.23% | +2.3% |
| Q3 2019 | $722,000 | +1.1% | 11,780 | +0.1% | 0.22% | -8.7% |
| Q2 2019 | $714,000 | +4.2% | 11,774 | +3.7% | 0.24% | +53.2% |
| Q1 2019 | $685,000 | +16.5% | 11,352 | +3.9% | 0.16% | -13.2% |
| Q4 2018 | $588,000 | -33.1% | 10,924 | -15.2% | 0.18% | -20.9% |
| Q3 2018 | $879,000 | +2.1% | 12,877 | -0.2% | 0.23% | -3.0% |
| Q2 2018 | $861,000 | +109.0% | 12,897 | +286.5% | 0.24% | +88.1% |
| Q1 2018 | $412,000 | -80.8% | 3,337 | -72.4% | 0.13% | -60.9% |
| Q4 2017 | $2,142,000 | +178.5% | 12,090 | +98.8% | 0.32% | +32.5% |
| Q3 2017 | $769,000 | +6.1% | 6,082 | +0.1% | 0.24% | -1.6% |
| Q2 2017 | $725,000 | +11.9% | 6,077 | +10.7% | 0.25% | -1.2% |
| Q1 2017 | $648,000 | +3.8% | 5,490 | +4.6% | 0.25% | +15.7% |
| Q4 2016 | $624,000 | +14.5% | 5,247 | +3.3% | 0.22% | -12.9% |
| Q3 2016 | $545,000 | +6.2% | 5,079 | -0.9% | 0.25% | -5.7% |
| Q2 2016 | $513,000 | +4.7% | 5,127 | +2.0% | 0.26% | -12.3% |
| Q1 2016 | $490,000 | +8.4% | 5,026 | +3.3% | 0.30% | -0.7% |
| Q4 2015 | $452,000 | -0.2% | 4,865 | +1.5% | 0.30% | -6.2% |
| Q3 2015 | $453,000 | -53.3% | 4,793 | -47.6% | 0.32% | -50.4% |
| Q2 2015 | $971,000 | +0.6% | 9,153 | +1.6% | 0.65% | +3.0% |
| Q1 2015 | $965,000 | +0.2% | 9,009 | -1.1% | 0.63% | +0.8% |
| Q4 2014 | $963,000 | -40.5% | 9,111 | -42.4% | 0.62% | -30.9% |
| Q3 2014 | $1,619,000 | -0.9% | 15,822 | +6.8% | 0.90% | -13.4% |
| Q2 2014 | $1,633,000 | +0.2% | 14,817 | -1.8% | 1.04% | -38.9% |
| Q1 2014 | $1,630,000 | -3.5% | 15,083 | -4.9% | 1.71% | +42.0% |
| Q4 2013 | $1,689,000 | – | 15,862 | – | 1.20% | – |
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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% |