SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,923 | -12.1% | 3,721 | -0.0% | 0.06% | -7.4% |
| Q2 2023 | $295,719 | -14.5% | 3,722 | -22.6% | 0.07% | -12.8% |
| Q1 2023 | $345,762 | -53.1% | 4,810 | -51.6% | 0.08% | -51.2% |
| Q4 2022 | $736,824 | +10.5% | 9,928 | 0.0% | 0.16% | +1.3% |
| Q3 2022 | $667,000 | -12.7% | 9,928 | -6.0% | 0.16% | -7.6% |
| Q2 2022 | $764,000 | -15.9% | 10,561 | -3.2% | 0.17% | -2.8% |
| Q1 2022 | $908,000 | +4.1% | 10,905 | +5.9% | 0.18% | +6.0% |
| Q4 2021 | $872,000 | +1.2% | 10,295 | -2.1% | 0.17% | -0.6% |
| Q3 2021 | $862,000 | -4.5% | 10,520 | -0.1% | 0.17% | -6.7% |
| Q2 2021 | $903,000 | +3.3% | 10,532 | -1.3% | 0.18% | -8.2% |
| Q1 2021 | $874,000 | +20.9% | 10,668 | -2.3% | 0.20% | -38.1% |
| Q4 2020 | $723,000 | +27.1% | 10,920 | -3.8% | 0.32% | +128.3% |
| Q3 2020 | $569,000 | -35.2% | 11,354 | -36.5% | 0.14% | -39.5% |
| Q2 2020 | $878,000 | -26.5% | 17,873 | -38.9% | 0.23% | -32.3% |
| Q1 2020 | $1,195,000 | -49.2% | 29,238 | -18.3% | 0.34% | -39.1% |
| Q4 2019 | $2,351,000 | +3.2% | 35,776 | -3.7% | 0.55% | +9.7% |
| Q3 2019 | $2,277,000 | – | 37,165 | – | 0.50% | – |
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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% |