SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,479 | -6.5% | 4,649 | -0.3% | 0.02% | 0.0% |
| Q2 2023 | $359,969 | -3.2% | 4,663 | -4.5% | 0.02% | -4.5% |
| Q1 2023 | $371,867 | +2.6% | 4,881 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $362,299 | +6.9% | 4,881 | -3.2% | 0.02% | 0.0% |
| Q3 2022 | $339,000 | -7.1% | 5,043 | +0.1% | 0.02% | -4.2% |
| Q2 2022 | $365,000 | -25.4% | 5,039 | -14.1% | 0.02% | -17.2% |
| Q1 2022 | $489,000 | +13.5% | 5,867 | +15.4% | 0.03% | +16.0% |
| Q4 2021 | $431,000 | +1.4% | 5,085 | -1.9% | 0.02% | -10.7% |
| Q3 2021 | $425,000 | +13.9% | 5,186 | +19.0% | 0.03% | +3.7% |
| Q2 2021 | $373,000 | +4.2% | 4,357 | -0.3% | 0.03% | -18.2% |
| Q1 2021 | $358,000 | -6.3% | 4,370 | -24.3% | 0.03% | -21.4% |
| Q4 2020 | $382,000 | +17.9% | 5,775 | -10.8% | 0.04% | +2.4% |
| Q3 2020 | $324,000 | -6.9% | 6,471 | -8.6% | 0.04% | 0.0% |
| Q2 2020 | $348,000 | +20.0% | 7,083 | -0.1% | 0.04% | -28.1% |
| Q1 2020 | $290,000 | -38.0% | 7,088 | -0.5% | 0.06% | -9.5% |
| Q4 2019 | $468,000 | – | 7,121 | – | 0.06% | – |
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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% |