SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,015 | -0.7% | 4,754 | +5.9% | 0.05% | 0.0% |
| Q2 2023 | $346,498 | +5.7% | 4,489 | +4.3% | 0.05% | +4.4% |
| Q1 2023 | $327,897 | +10.7% | 4,304 | +7.9% | 0.04% | +4.7% |
| Q4 2022 | $296,110 | +1.1% | 3,990 | -8.6% | 0.04% | -6.5% |
| Q3 2022 | $293,000 | -8.2% | 4,364 | -1.1% | 0.05% | -4.2% |
| Q2 2022 | $319,000 | -20.1% | 4,411 | -7.9% | 0.05% | -11.1% |
| Q1 2022 | $399,000 | +2.8% | 4,791 | +4.6% | 0.05% | +3.8% |
| Q4 2021 | $388,000 | +1.8% | 4,582 | -1.5% | 0.05% | -8.8% |
| Q3 2021 | $381,000 | -4.0% | 4,650 | +0.4% | 0.06% | -5.0% |
| Q2 2021 | $397,000 | +0.8% | 4,632 | -3.6% | 0.06% | -9.1% |
| Q1 2021 | $394,000 | +12.3% | 4,803 | -9.3% | 0.07% | -2.9% |
| Q4 2020 | $351,000 | -69.7% | 5,296 | -77.1% | 0.07% | -75.7% |
| Q3 2020 | $1,160,000 | -67.9% | 23,160 | -56.3% | 0.28% | -72.5% |
| Q3 2018 | $3,618,000 | – | 52,990 | – | 1.02% | – |
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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% |