SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $557,000 | +23.0% | 11,332 | +2.1% | 0.32% | +16.2% |
| Q1 2020 | $453,000 | -51.3% | 11,098 | -21.7% | 0.27% | -41.4% |
| Q4 2019 | $930,000 | +86.0% | 14,165 | +41.9% | 0.46% | +82.0% |
| Q3 2019 | $500,000 | -43.8% | 9,981 | -31.9% | 0.26% | -57.4% |
| Q2 2019 | $889,000 | -2.1% | 14,658 | -2.8% | 0.60% | -10.6% |
| Q1 2019 | $908,000 | +20.3% | 15,074 | +7.5% | 0.67% | -7.7% |
| Q4 2018 | $755,000 | -21.1% | 14,020 | 0.0% | 0.73% | -15.7% |
| Q3 2018 | $957,000 | +21.9% | 14,020 | +19.3% | 0.86% | +24.4% |
| Q2 2018 | $785,000 | +244.3% | 11,752 | +537.7% | 0.69% | +140.3% |
| Q1 2018 | $228,000 | – | 1,843 | – | 0.29% | – |
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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% |