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 | $2,330,779 | -6.8% | 32,206 | -0.6% | 0.27% | -5.0% |
| Q2 2023 | $2,499,864 | -19.1% | 32,386 | -20.2% | 0.28% | -28.9% |
| Q1 2023 | $3,091,409 | +262.8% | 40,580 | +253.5% | 0.40% | +234.7% |
| Q4 2022 | $852,046 | +33.3% | 11,480 | +20.7% | 0.12% | +25.5% |
| Q3 2022 | $639,000 | +0.9% | 9,512 | +8.8% | 0.09% | +6.8% |
| Q2 2022 | $633,000 | -14.9% | 8,742 | -2.1% | 0.09% | -5.4% |
| Q1 2022 | $744,000 | -73.8% | 8,930 | -73.1% | 0.09% | -82.7% |
| Q2 2021 | $2,843,000 | – | 33,173 | – | 0.54% | – |
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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% |