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 | $237,307 | -11.6% | 3,279 | -5.7% | 0.27% | -8.4% |
| Q2 2023 | $268,567 | -10.0% | 3,479 | -11.2% | 0.30% | -14.2% |
| Q1 2023 | $298,334 | +3.0% | 3,916 | +0.4% | 0.34% | -2.8% |
| Q4 2022 | $289,640 | +10.1% | 3,902 | -0.3% | 0.36% | 0.0% |
| Q3 2022 | $263,000 | +3.1% | 3,914 | +11.4% | 0.36% | +7.6% |
| Q2 2022 | $255,000 | -12.7% | 3,515 | +0.5% | 0.33% | +0.9% |
| Q1 2022 | $292,000 | -5.5% | 3,499 | -4.1% | 0.33% | -3.5% |
| Q4 2021 | $309,000 | – | 3,649 | – | 0.34% | – |
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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% |