SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,646 | -5.7% | 4,389 | +0.6% | 0.04% | -5.4% |
| Q2 2023 | $336,873 | +4.5% | 4,364 | +3.1% | 0.04% | -9.8% |
| Q1 2023 | $322,409 | -14.5% | 4,232 | -16.7% | 0.04% | -31.7% |
| Q4 2022 | $377,177 | +24.5% | 5,082 | +12.7% | 0.06% | -14.3% |
| Q3 2022 | $303,000 | +3.4% | 4,509 | +11.4% | 0.07% | +2.9% |
| Q2 2022 | $293,000 | +45.0% | 4,046 | +66.7% | 0.07% | +47.8% |
| Q1 2022 | $202,000 | – | 2,427 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |