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 | $243,018 | +10.8% | 3,358 | +18.2% | 0.05% | +22.0% |
| Q2 2023 | $219,297 | -31.6% | 2,841 | -32.5% | 0.04% | -36.9% |
| Q1 2023 | $320,718 | -7.1% | 4,210 | -9.5% | 0.06% | +41.3% |
| Q4 2022 | $345,123 | +4.0% | 4,650 | -6.0% | 0.05% | -43.2% |
| Q3 2022 | $332,000 | -6.5% | 4,946 | +0.9% | 0.08% | +12.5% |
| Q2 2022 | $355,000 | -10.1% | 4,903 | +3.5% | 0.07% | +2.9% |
| Q1 2022 | $395,000 | +8.2% | 4,736 | +9.9% | 0.07% | +14.8% |
| Q4 2021 | $365,000 | +2.8% | 4,308 | -0.6% | 0.06% | -3.2% |
| Q3 2021 | $355,000 | +65.1% | 4,333 | +72.6% | 0.06% | +61.5% |
| Q2 2021 | $215,000 | +593.5% | 2,511 | +555.6% | 0.04% | +457.1% |
| Q1 2021 | $31,000 | +34.8% | 383 | +12.6% | 0.01% | +16.7% |
| Q4 2020 | $23,000 | +2200.0% | 340 | +1900.0% | 0.01% | – |
| Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 17 | +54.5% | 0.00% | – |
| Q1 2020 | $0 | – | 11 | +57.1% | 0.00% | – |
| Q4 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 7 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 7 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 7 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $1,000 | – | 7 | – | 0.00% | – |
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% |