SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,198,418 | -0.1% | 85,649 | +6.5% | 0.02% | +6.2% |
| Q2 2023 | $6,206,076 | +2.1% | 80,400 | +0.8% | 0.02% | +6.7% |
| Q1 2023 | $6,077,259 | +104770.7% | 79,775 | +2.2% | 0.02% | 0.0% |
| Q4 2022 | $5,795 | -99.9% | 78,078 | +1.4% | 0.02% | 0.0% |
| Q3 2022 | $5,170,000 | -4.5% | 76,997 | +3.0% | 0.02% | 0.0% |
| Q2 2022 | $5,414,000 | -3.0% | 74,773 | +11.6% | 0.02% | +7.1% |
| Q1 2022 | $5,581,000 | +3.8% | 66,973 | +5.5% | 0.01% | +7.7% |
| Q4 2021 | $5,379,000 | +11.7% | 63,487 | +8.1% | 0.01% | +8.3% |
| Q3 2021 | $4,815,000 | +7.8% | 58,749 | +12.7% | 0.01% | 0.0% |
| Q2 2021 | $4,467,000 | -3.5% | 52,119 | -7.7% | 0.01% | -7.7% |
| Q1 2021 | $4,630,000 | +32.8% | 56,476 | +7.2% | 0.01% | +30.0% |
| Q4 2020 | $3,487,000 | +27.3% | 52,687 | -3.7% | 0.01% | +11.1% |
| Q3 2020 | $2,739,000 | +12.0% | 54,691 | +9.8% | 0.01% | 0.0% |
| Q2 2020 | $2,446,000 | -1.7% | 49,790 | -18.3% | 0.01% | -18.2% |
| Q1 2020 | $2,489,000 | – | 60,919 | – | 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% |