SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 275 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $674,000 | -2.9% | 7,957 | -5.9% | 0.04% | -18.5% |
| Q3 2021 | $694,000 | +0.7% | 8,460 | +5.4% | 0.05% | -1.8% |
| Q2 2021 | $689,000 | +22.2% | 8,029 | +16.6% | 0.06% | +10.0% |
| Q1 2021 | $564,000 | +50.4% | 6,885 | +21.4% | 0.05% | +38.9% |
| Q4 2020 | $375,000 | +5.0% | 5,670 | -20.4% | 0.04% | -5.3% |
| Q3 2020 | $357,000 | +11.2% | 7,119 | +9.0% | 0.04% | +2.7% |
| Q2 2020 | $321,000 | +23.5% | 6,531 | +2.5% | 0.04% | +8.8% |
| Q1 2020 | $260,000 | -42.6% | 6,374 | -7.6% | 0.03% | -27.7% |
| Q4 2019 | $453,000 | -32.2% | 6,895 | -36.7% | 0.05% | -35.6% |
| Q3 2019 | $668,000 | +12.8% | 10,898 | +11.7% | 0.07% | +15.9% |
| Q2 2019 | $592,000 | +100.0% | 9,756 | +77.7% | 0.06% | +1.6% |
| Q4 2018 | $296,000 | +29500.0% | 5,491 | +54810.0% | 0.06% | – |
| Q3 2018 | $1,000 | -50.0% | 10 | -23.1% | 0.00% | -100.0% |
| Q3 2017 | $2,000 | -99.9% | 13 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000,000 | 0.0% | 13 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $2,000,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000,000 | +199900.0% | 13 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -50.0% | 13 | -38.1% | 0.00% | -100.0% |
| Q2 2016 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | +100.0% | 21 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | -50.0% | 21 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | – | 21 | – | 0.00% | – |
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% |