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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |