SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $18,000 | -10.0% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 245 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | -98.2% | 245 | -98.7% | 0.01% | -99.0% |
| Q4 2019 | $1,200,000 | +2.7% | 18,264 | -4.3% | 0.51% | -10.8% |
| Q3 2019 | $1,169,000 | +7.0% | 19,075 | +5.9% | 0.58% | +1.2% |
| Q2 2019 | $1,093,000 | +76.9% | 18,020 | +75.9% | 0.57% | +49.5% |
| Q1 2019 | $618,000 | +128.0% | 10,243 | +103.4% | 0.38% | +77.6% |
| Q4 2018 | $271,000 | – | 5,036 | – | 0.21% | – |
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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% |