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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $72,979 | +26.7% | 945 | +25.0% | 0.03% | +3.3% |
| Q1 2023 | $57,608 | +212.2% | 756 | +203.6% | 0.03% | +200.0% |
| Q4 2022 | $18,455 | -23.1% | 249 | -30.4% | 0.01% | -33.3% |
| Q3 2022 | $24,000 | -7.7% | 358 | +0.3% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -13.3% | 357 | +0.6% | 0.02% | -11.1% |
| Q1 2022 | $30,000 | -3.2% | 355 | -4.1% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | -29.5% | 370 | -27.7% | 0.02% | -41.9% |
| Q2 2021 | $44,000 | +57.1% | 512 | +51.5% | 0.03% | +34.8% |
| Q1 2021 | $28,000 | +27.3% | 338 | +0.6% | 0.02% | +27.8% |
| Q4 2020 | $22,000 | +100.0% | 336 | +46.7% | 0.02% | +63.6% |
| Q3 2020 | $11,000 | +1000.0% | 229 | +1045.0% | 0.01% | +1000.0% |
| Q3 2018 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | – | 20 | – | 0.00% | – |
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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% |