SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $425,000 | +88.9% | 5,864 | +27.8% | 0.03% | -25.7% |
| Q2 2020 | $225,000 | -34.0% | 4,588 | -11.5% | 0.04% | -39.7% |
| Q4 2019 | $341,000 | -23.7% | 5,185 | -28.9% | 0.06% | -28.4% |
| Q3 2019 | $447,000 | +20.2% | 7,292 | +18.8% | 0.08% | +20.9% |
| Q2 2019 | $372,000 | +6.0% | 6,139 | +5.4% | 0.07% | +1.5% |
| Q1 2019 | $351,000 | +12.1% | 5,824 | +0.1% | 0.07% | +4.8% |
| Q4 2018 | $313,000 | -3.1% | 5,819 | +23.0% | 0.06% | -11.3% |
| Q3 2018 | $323,000 | +16.2% | 4,731 | +115.0% | 0.07% | 0.0% |
| Q3 2017 | $278,000 | +26.4% | 2,200 | +19.3% | 0.07% | +20.3% |
| Q2 2017 | $220,000 | -12.4% | 1,844 | -13.3% | 0.06% | -19.2% |
| Q1 2017 | $251,000 | – | 2,128 | – | 0.07% | – |
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% |