SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,234 | -5.8% | 4,991 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $383,644 | +1.6% | 4,970 | +0.2% | 0.02% | -3.8% |
| Q1 2023 | $377,693 | +2.8% | 4,958 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $367,356 | +11.0% | 4,950 | +0.4% | 0.03% | +4.0% |
| Q3 2022 | $331,000 | -7.0% | 4,932 | +0.4% | 0.02% | -3.8% |
| Q2 2022 | $356,000 | -12.7% | 4,912 | +0.2% | 0.03% | -3.7% |
| Q1 2022 | $408,000 | -1.7% | 4,901 | +0.0% | 0.03% | -18.2% |
| Q4 2021 | $415,000 | +4.0% | 4,899 | +0.7% | 0.03% | -5.7% |
| Q3 2021 | $399,000 | -4.1% | 4,867 | +0.2% | 0.04% | -5.4% |
| Q2 2021 | $416,000 | +4.8% | 4,856 | +0.3% | 0.04% | -7.5% |
| Q1 2021 | $397,000 | +24.5% | 4,843 | +0.4% | 0.04% | +8.1% |
| Q4 2020 | $319,000 | +32.4% | 4,826 | +0.3% | 0.04% | +15.6% |
| Q3 2020 | $241,000 | +2.1% | 4,812 | +0.2% | 0.03% | -5.9% |
| Q2 2020 | $236,000 | -26.5% | 4,803 | -1.5% | 0.03% | -19.0% |
| Q4 2019 | $321,000 | -24.1% | 4,878 | -29.4% | 0.04% | -33.3% |
| Q3 2019 | $423,000 | -23.0% | 6,909 | -23.6% | 0.06% | -27.6% |
| Q2 2019 | $549,000 | -12.6% | 9,043 | -13.1% | 0.09% | -38.7% |
| Q1 2019 | $628,000 | +7.4% | 10,411 | -4.2% | 0.14% | -15.5% |
| Q4 2018 | $585,000 | -28.6% | 10,873 | -9.4% | 0.17% | -21.5% |
| Q3 2018 | $819,000 | +117.8% | 12,003 | +113.0% | 0.21% | +103.8% |
| Q2 2018 | $376,000 | -58.5% | 5,635 | -25.4% | 0.10% | -30.9% |
| Q1 2018 | $907,000 | +72.4% | 7,553 | +80.5% | 0.15% | -6.7% |
| Q4 2017 | $526,000 | +0.4% | 4,185 | +1.0% | 0.16% | -5.8% |
| Q3 2017 | $524,000 | +6.3% | 4,143 | +0.2% | 0.17% | +3.0% |
| Q2 2017 | $493,000 | -12.4% | 4,136 | -13.2% | 0.17% | -19.2% |
| Q1 2017 | $563,000 | +13.3% | 4,765 | +14.0% | 0.21% | -0.5% |
| Q4 2016 | $497,000 | +11.4% | 4,179 | +0.5% | 0.21% | +28.2% |
| Q3 2016 | $446,000 | – | 4,160 | – | 0.16% | – |
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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% |