SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $798,894 | -17.0% | 11,505 | -8.7% | 0.02% | -5.3% |
| Q2 2023 | $962,587 | -5.6% | 12,601 | -6.7% | 0.02% | -5.0% |
| Q1 2023 | $1,019,250 | +204.9% | 13,500 | +209.9% | 0.02% | +185.7% |
| Q4 2022 | $334,323 | +25.7% | 4,356 | +13.1% | 0.01% | +16.7% |
| Q3 2022 | $266,000 | +26.7% | 3,851 | +33.6% | 0.01% | +20.0% |
| Q2 2022 | $210,000 | -31.6% | 2,882 | -21.2% | 0.01% | -16.7% |
| Q3 2021 | $307,000 | -1.0% | 3,658 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | -60.6% | 3,726 | -68.8% | 0.01% | -85.0% |
| Q4 2019 | $786,000 | +216.9% | 11,958 | +195.2% | 0.04% | +207.7% |
| Q3 2019 | $248,000 | 0.0% | 4,051 | -1.0% | 0.01% | -7.1% |
| Q2 2019 | $248,000 | +1.6% | 4,092 | +1.0% | 0.01% | -12.5% |
| Q1 2019 | $244,000 | +13.0% | 4,051 | +0.8% | 0.02% | 0.0% |
| Q4 2018 | $216,000 | -21.2% | 4,019 | 0.0% | 0.02% | -23.8% |
| Q3 2018 | $274,000 | – | 4,019 | – | 0.02% | – |
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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% |