SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,497 | -5.8% | 656 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $50,440 | -15.0% | 653 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $59,358 | +31.8% | 779 | +28.3% | 0.00% | 0.0% |
| Q4 2022 | $45,020 | +150.1% | 607 | +127.3% | 0.00% | – |
| Q3 2022 | $18,000 | -5.3% | 267 | +3.5% | 0.00% | – |
| Q2 2022 | $19,000 | -17.4% | 258 | -7.5% | 0.00% | – |
| Q1 2022 | $23,000 | -23.3% | 279 | -20.1% | 0.00% | – |
| Q4 2021 | $30,000 | +7.1% | 349 | +3.6% | 0.00% | – |
| Q3 2021 | $28,000 | +64.7% | 337 | +68.5% | 0.00% | – |
| Q2 2021 | $17,000 | -100.0% | 200 | -86.6% | 0.00% | -100.0% |
| Q1 2021 | $122,822,000 | +944684.6% | 1,498 | +649.0% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 200 | -12.3% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +22.2% | 228 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -73.5% | 228 | -56.8% | 0.00% | -100.0% |
| Q4 2019 | $34,000 | +6.2% | 528 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 528 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | -88.3% | 528 | -89.6% | 0.00% | -92.3% |
| Q4 2018 | $273,000 | +1850.0% | 5,073 | +2338.9% | 0.01% | +1200.0% |
| Q3 2018 | $14,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +16.7% | 208 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -47.8% | 104 | -43.8% | 0.00% | -50.0% |
| Q4 2017 | $23,000 | – | 185 | – | 0.00% | – |
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% |