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 | $181,000 | -13.0% | 2,494 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $208,000 | -1.4% | 2,494 | 0.0% | 0.10% | +7.9% |
| Q4 2021 | $211,000 | -26.2% | 2,494 | -28.6% | 0.09% | -34.6% |
| Q3 2021 | $286,000 | -4.7% | 3,494 | 0.0% | 0.14% | -2.9% |
| Q2 2021 | $300,000 | +4.5% | 3,494 | 0.0% | 0.14% | -2.1% |
| Q1 2021 | $287,000 | -15.1% | 3,494 | -31.6% | 0.14% | -20.6% |
| Q4 2020 | $338,000 | +74.2% | 5,107 | +7.6% | 0.18% | +7.1% |
| Q1 2020 | $194,000 | -37.8% | 4,745 | 0.0% | 0.17% | -21.1% |
| Q4 2019 | $312,000 | +7.2% | 4,745 | 0.0% | 0.21% | +0.5% |
| Q3 2019 | $291,000 | +1.7% | 4,745 | +0.5% | 0.21% | +1.9% |
| Q2 2019 | $286,000 | – | 4,721 | – | 0.21% | – |
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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% |