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 | $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% | – |
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% |