SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,844 | -4.3% | 2,112 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $159,706 | +5.6% | 2,069 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $151,217 | +129145.3% | 1,985 | +25.6% | 0.00% | – |
| Q4 2022 | $117 | -100.0% | 1,581 | -49.5% | 0.00% | -100.0% |
| Q4 2021 | $265,000 | -12.0% | 3,129 | -14.7% | 0.00% | -42.9% |
| Q3 2021 | $301,000 | +16.7% | 3,670 | +21.9% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | -83.0% | 3,011 | -88.0% | 0.01% | -92.5% |
| Q2 2019 | $1,519,000 | -8.5% | 25,029 | -9.1% | 0.09% | -13.1% |
| Q1 2019 | $1,660,000 | +13.5% | 27,533 | +1.4% | 0.11% | +13.8% |
| Q4 2018 | $1,462,000 | -0.1% | 27,156 | +26.6% | 0.09% | -16.1% |
| Q3 2018 | $1,464,000 | +10.8% | 21,445 | +9.3% | 0.11% | -7.4% |
| Q2 2018 | $1,321,000 | +34.0% | 19,612 | +139.5% | 0.12% | +7.1% |
| Q1 2018 | $986,000 | – | 8,188 | – | 0.11% | – |
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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% |