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 | $982,640 | -7.4% | 13,578 | -5.1% | 0.22% | -21.4% |
Q4 2022 | $1,061,420 | +19.9% | 14,301 | +8.5% | 0.28% | +7.3% |
Q3 2022 | $885,000 | -3.1% | 13,177 | +4.5% | 0.26% | +2.7% |
Q2 2022 | $913,000 | -10.5% | 12,606 | +2.9% | 0.26% | +1.6% |
Q1 2022 | $1,020,000 | -2.1% | 12,246 | -0.5% | 0.25% | +7.3% |
Q4 2021 | $1,042,000 | -5.5% | 12,304 | -0.1% | 0.23% | -7.9% |
Q3 2021 | $1,103,000 | +3.4% | 12,320 | -1.0% | 0.25% | -19.4% |
Q2 2021 | $1,067,000 | +1.1% | 12,446 | -3.2% | 0.32% | -7.6% |
Q1 2021 | $1,055,000 | +24.0% | 12,862 | +0.0% | 0.34% | +16.8% |
Q4 2020 | $851,000 | +32.3% | 12,858 | +0.2% | 0.29% | +15.9% |
Q3 2020 | $643,000 | +0.3% | 12,831 | -1.7% | 0.25% | -3.4% |
Q2 2020 | $641,000 | – | 13,054 | – | 0.26% | – |
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% |