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 2023 | $206,672 | -4.1% | 2,677 | -5.4% | 0.01% | -15.4% |
| Q1 2023 | $215,483 | -41.8% | 2,829 | -43.3% | 0.01% | -48.0% |
| Q4 2022 | $370,228 | +14.6% | 4,988 | +3.8% | 0.02% | 0.0% |
| Q3 2022 | $323,000 | -7.2% | 4,806 | +0.1% | 0.02% | -7.4% |
| Q2 2022 | $348,000 | -22.7% | 4,802 | -11.1% | 0.03% | -12.9% |
| Q1 2022 | $450,000 | -2.4% | 5,401 | -0.7% | 0.03% | -6.1% |
| Q4 2021 | $461,000 | +3.6% | 5,438 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $445,000 | -7.9% | 5,433 | -3.5% | 0.03% | -13.2% |
| Q2 2021 | $483,000 | +4.5% | 5,631 | 0.0% | 0.04% | -11.6% |
| Q1 2021 | $462,000 | +22.9% | 5,631 | -0.9% | 0.04% | +22.9% |
| Q4 2020 | $376,000 | +42.4% | 5,680 | +41.5% | 0.04% | -2.8% |
| Q4 2019 | $264,000 | -65.2% | 4,013 | -67.6% | 0.04% | -69.5% |
| Q3 2019 | $759,000 | +7.7% | 12,389 | +6.6% | 0.12% | +4.4% |
| Q2 2019 | $705,000 | +38.0% | 11,618 | +37.1% | 0.11% | +17.7% |
| Q1 2019 | $511,000 | +14.3% | 8,475 | +13.0% | 0.10% | +1.1% |
| Q4 2018 | $447,000 | +20.5% | 7,501 | +38.2% | 0.10% | +23.4% |
| Q3 2018 | $371,000 | – | 5,429 | – | 0.08% | – |
Download | ||||||
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% |