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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $37,000 | +15.6% | 762 | -5.2% | 0.00% | -33.3% |
| Q1 2020 | $32,000 | -42.9% | 804 | -6.1% | 0.00% | -25.0% |
| Q4 2019 | $56,000 | +12.0% | 856 | +5.2% | 0.00% | 0.0% |
| Q3 2019 | $50,000 | +2.0% | 814 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $49,000 | 0.0% | 814 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $49,000 | +14.0% | 814 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $43,000 | +10.3% | 814 | +41.8% | 0.01% | +20.0% |
| Q3 2018 | $39,000 | +1200.0% | 574 | +1003.8% | 0.01% | – |
| Q2 2018 | $3,000 | 0.0% | 52 | +100.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -50.0% | 26 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +100.0% | 52 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | – | 26 | – | 0.00% | – |
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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% |