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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16 | -5.9% | 215 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $17 | -83.0% | 215 | -83.6% | 0.00% | -83.3% |
Q1 2023 | $100 | -9.1% | 1,312 | -11.8% | 0.01% | -14.3% |
Q4 2022 | $110 | -99.4% | 1,487 | +421.8% | 0.01% | +600.0% |
Q3 2022 | $19,000 | -13.6% | 285 | -4.0% | 0.00% | -50.0% |
Q2 2022 | $22,000 | -8.3% | 297 | +4.2% | 0.00% | 0.0% |
Q1 2022 | $24,000 | 0.0% | 285 | 0.0% | 0.00% | +100.0% |
Q4 2021 | $24,000 | +4.3% | 285 | 0.0% | 0.00% | -50.0% |
Q3 2021 | $23,000 | -4.2% | 285 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $24,000 | +118.2% | 285 | +111.1% | 0.00% | +100.0% |
Q1 2021 | $11,000 | -63.3% | 135 | -70.5% | 0.00% | -66.7% |
Q4 2020 | $30,000 | +30.4% | 458 | +0.2% | 0.00% | +50.0% |
Q3 2020 | $23,000 | +4.5% | 457 | +0.7% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +22.2% | 454 | +0.4% | 0.00% | 0.0% |
Q1 2020 | $18,000 | -30.8% | 452 | +16.2% | 0.00% | -33.3% |
Q4 2019 | $26,000 | +225.0% | 389 | +188.1% | 0.00% | +200.0% |
Q3 2019 | $8,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $8,000 | – | 135 | – | 0.00% | – |
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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% |