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 2018 | $91,000 | -15.0% | 1,685 | +8.0% | 0.04% | +4.9% |
| Q3 2018 | $107,000 | +2.9% | 1,560 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $104,000 | +8.3% | 1,560 | +100.0% | 0.04% | +7.7% |
| Q1 2018 | $96,000 | -2.0% | 780 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $98,000 | -1.0% | 780 | 0.0% | 0.04% | -2.5% |
| Q3 2017 | $99,000 | +6.5% | 780 | 0.0% | 0.04% | +5.3% |
| Q2 2017 | $93,000 | +3.3% | 780 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $90,000 | -2.2% | 780 | 0.0% | 0.04% | -4.9% |
| Q4 2016 | $92,000 | -99.9% | 780 | 0.0% | 0.04% | +7.9% |
| Q3 2016 | $81,268,000 | +4.1% | 780 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $78,053,000 | +700.3% | 780 | +680.0% | 0.04% | +640.0% |
| Q1 2016 | $9,753,000 | +5.0% | 100 | 0.0% | 0.01% | +25.0% |
| Q4 2015 | $9,287,000 | -1.7% | 100 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $9,444,000 | -11.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $10,614,000 | +96390.9% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $11,000 | – | 100 | – | 0.01% | – |
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% |