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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |