SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 178 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,545 | -6.7% | 3,227 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $250,409 | +1.9% | 3,244 | +0.5% | 0.01% | -8.3% |
| Q1 2023 | $245,835 | +1.5% | 3,227 | -1.1% | 0.01% | -7.7% |
| Q4 2022 | $242,254 | +11.6% | 3,264 | +1.1% | 0.01% | -7.1% |
| Q3 2022 | $217,000 | -7.3% | 3,230 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $234,000 | -13.0% | 3,230 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $269,000 | -1.8% | 3,230 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $274,000 | +2.6% | 3,230 | -0.9% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | -3.3% | 3,260 | +1.1% | 0.02% | -11.8% |
| Q2 2021 | $276,000 | +3.0% | 3,223 | -1.4% | 0.02% | +41.7% |
| Q1 2021 | $268,000 | +24.1% | 3,270 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $216,000 | +30.1% | 3,270 | -1.6% | 0.01% | -26.7% |
| Q3 2020 | $166,000 | +1.8% | 3,323 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $163,000 | +3160.0% | 3,323 | +2814.9% | 0.02% | +1400.0% |
| Q1 2020 | $5,000 | 0.0% | 114 | +54.1% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 74 | -16.9% | 0.00% | -100.0% |
| Q3 2019 | $5,000 | -37.5% | 89 | -28.2% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | +14.3% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +250.0% | 124 | +181.8% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 44 | +2.3% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 43 | +87.0% | 0.00% | – |
| Q1 2018 | $3,000 | -50.0% | 23 | -50.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | – | 46 | – | 0.00% | – |
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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% |