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 | $246,021 | -2.2% | 3,187 | -3.5% | 0.01% | -14.3% |
| Q1 2023 | $251,608 | -2.1% | 3,302 | -4.6% | 0.01% | 0.0% |
| Q4 2022 | $257,088 | +15.8% | 3,463 | +4.9% | 0.01% | +16.7% |
| Q3 2022 | $222,000 | -92.2% | 3,300 | -91.6% | 0.01% | -91.7% |
| Q2 2022 | $2,841,000 | +1185.5% | 39,231 | +1406.6% | 0.07% | +1340.0% |
| Q4 2021 | $221,000 | +3.8% | 2,604 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $213,000 | +43.9% | 2,604 | +19.9% | 0.01% | -28.6% |
| Q3 2018 | $148,000 | -78.4% | 2,171 | -78.8% | 0.01% | -77.4% |
| Q2 2018 | $684,000 | +378.3% | 10,245 | +786.2% | 0.03% | +416.7% |
| Q1 2018 | $143,000 | -25.1% | 1,156 | -23.7% | 0.01% | -33.3% |
| Q4 2017 | $191,000 | -33.9% | 1,516 | -33.6% | 0.01% | -35.7% |
| Q3 2017 | $289,000 | -44.6% | 2,283 | -47.8% | 0.01% | -48.1% |
| Q2 2017 | $522,000 | +70.0% | 4,370 | +67.9% | 0.03% | +58.8% |
| Q1 2017 | $307,000 | -35.6% | 2,603 | -35.0% | 0.02% | -43.3% |
| Q4 2016 | $477,000 | +24.9% | 4,004 | +12.5% | 0.03% | +15.4% |
| Q3 2016 | $382,000 | – | 3,560 | – | 0.03% | – |
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% |