SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $307,000 | +3.0% | 4,678 | -7.4% | 0.08% | -12.0% |
| Q3 2019 | $298,000 | -13.9% | 5,051 | -11.4% | 0.09% | -17.9% |
| Q2 2019 | $346,000 | -17.8% | 5,704 | -18.3% | 0.11% | -19.4% |
| Q1 2019 | $421,000 | -8.9% | 6,980 | -10.0% | 0.14% | -14.7% |
| Q4 2018 | $462,000 | -38.1% | 7,756 | -29.0% | 0.16% | -34.3% |
| Q3 2018 | $746,000 | -24.2% | 10,924 | -25.9% | 0.25% | -31.7% |
| Q2 2018 | $984,000 | -28.5% | 14,733 | +32.1% | 0.36% | -32.0% |
| Q1 2018 | $1,377,000 | -10.4% | 11,154 | -8.7% | 0.53% | -19.7% |
| Q4 2017 | $1,537,000 | – | 12,221 | – | 0.66% | – |
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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% |