SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,141 | -6.3% | 6,068 | -0.1% | 0.16% | -2.5% |
| Q2 2023 | $468,775 | -0.2% | 6,073 | -1.5% | 0.16% | -7.0% |
| Q1 2023 | $469,574 | +101539.4% | 6,164 | -1.0% | 0.17% | -3.4% |
| Q4 2022 | $462 | -99.9% | 6,229 | 0.0% | 0.18% | -1.7% |
| Q3 2022 | $418,000 | -7.7% | 6,229 | -0.5% | 0.18% | -2.7% |
| Q2 2022 | $453,000 | +26.2% | 6,258 | +45.3% | 0.19% | +48.8% |
| Q1 2022 | $359,000 | +1.1% | 4,307 | +2.8% | 0.12% | 0.0% |
| Q4 2021 | $355,000 | +3.5% | 4,190 | 0.0% | 0.12% | -8.8% |
| Q3 2021 | $343,000 | -4.5% | 4,190 | 0.0% | 0.14% | -16.5% |
| Q2 2021 | $359,000 | -22.3% | 4,190 | -25.6% | 0.16% | -26.8% |
| Q1 2021 | $462,000 | +23.9% | 5,629 | 0.0% | 0.22% | -2.6% |
| Q4 2020 | $373,000 | +29.1% | 5,629 | -2.3% | 0.23% | +12.7% |
| Q3 2020 | $289,000 | -9.7% | 5,762 | -11.5% | 0.20% | -14.3% |
| Q2 2020 | $320,000 | +25.0% | 6,508 | +3.7% | 0.24% | +8.7% |
| Q1 2020 | $256,000 | +6300.0% | 6,277 | +9410.6% | 0.22% | +10850.0% |
| Q4 2018 | $4,000 | -50.0% | 66 | +1.5% | 0.00% | -66.7% |
| Q1 2017 | $8,000 | – | 65 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |