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 | $2,094,038 | -16.1% | 28,935 | -10.6% | 0.08% | -13.7% |
| Q2 2023 | $2,497,044 | -13.3% | 32,349 | -14.4% | 0.10% | -19.5% |
| Q1 2023 | $2,879,934 | +0.4% | 37,804 | -2.2% | 0.12% | -7.8% |
| Q4 2022 | $2,869,311 | +6.0% | 38,660 | -4.2% | 0.13% | -7.9% |
| Q3 2022 | $2,708,000 | -6.9% | 40,335 | +0.4% | 0.14% | -28.0% |
| Q2 2022 | $2,909,000 | -3.3% | 40,180 | +11.3% | 0.19% | +14.9% |
| Q1 2022 | $3,008,000 | -4.4% | 36,098 | -2.8% | 0.17% | +1.2% |
| Q4 2021 | $3,145,000 | +7.3% | 37,126 | +3.8% | 0.17% | -4.0% |
| Q3 2021 | $2,932,000 | +1.7% | 35,776 | +6.4% | 0.17% | +1.2% |
| Q2 2021 | $2,882,000 | +43.0% | 33,628 | +36.8% | 0.17% | +23.9% |
| Q1 2021 | $2,016,000 | +33.8% | 24,583 | +8.0% | 0.14% | +23.2% |
| Q4 2020 | $1,507,000 | +30.9% | 22,769 | -0.9% | 0.11% | +12.0% |
| Q3 2020 | $1,151,000 | +6.3% | 22,984 | +4.3% | 0.10% | -5.7% |
| Q2 2020 | $1,083,000 | +29.5% | 22,040 | +7.7% | 0.11% | -6.2% |
| Q1 2020 | $836,000 | -33.4% | 20,468 | +7.1% | 0.11% | -15.7% |
| Q4 2019 | $1,256,000 | +42.7% | 19,120 | +33.1% | 0.13% | +15.5% |
| Q3 2019 | $880,000 | +14.4% | 14,366 | +13.4% | 0.12% | +16.0% |
| Q2 2019 | $769,000 | +39.6% | 12,671 | +38.5% | 0.10% | +22.0% |
| Q1 2019 | $551,000 | +2.4% | 9,146 | -8.6% | 0.08% | -22.6% |
| Q4 2018 | $538,000 | +101.5% | 10,005 | +155.7% | 0.11% | +158.5% |
| Q3 2018 | $267,000 | -1.8% | 3,913 | -4.0% | 0.04% | -33.9% |
| Q2 2018 | $272,000 | -7.5% | 4,076 | +71.1% | 0.06% | -17.3% |
| Q1 2018 | $294,000 | -8.7% | 2,382 | -7.0% | 0.08% | -38.5% |
| Q4 2017 | $322,000 | – | 2,562 | – | 0.12% | – |
Download | ||||||
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% |