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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |