SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514 | -10.8% | 7,104 | -4.8% | 0.17% | -9.0% |
| Q2 2023 | $576 | +8.3% | 7,465 | +7.0% | 0.19% | +2.2% |
| Q1 2023 | $532 | +2.3% | 6,977 | -0.4% | 0.18% | +1.1% |
| Q4 2022 | $520 | -99.9% | 7,002 | +5.2% | 0.18% | +5.2% |
| Q3 2022 | $447,000 | -58.4% | 6,659 | -55.1% | 0.17% | -57.3% |
| Q2 2022 | $1,075,000 | +70.1% | 14,842 | +95.6% | 0.40% | +89.3% |
| Q1 2022 | $632,000 | -23.0% | 7,589 | -21.7% | 0.21% | -21.0% |
| Q4 2021 | $821,000 | -2.7% | 9,688 | -6.0% | 0.27% | -10.0% |
| Q3 2021 | $844,000 | +16.6% | 10,303 | +21.9% | 0.30% | +14.9% |
| Q2 2021 | $724,000 | +6.9% | 8,449 | +2.3% | 0.26% | +0.4% |
| Q1 2021 | $677,000 | +107.0% | 8,257 | +67.2% | 0.26% | +90.5% |
| Q4 2020 | $327,000 | +44.7% | 4,939 | +9.3% | 0.14% | +29.2% |
| Q3 2020 | $226,000 | +3.2% | 4,517 | +1.2% | 0.11% | -2.8% |
| Q2 2020 | $219,000 | – | 4,465 | – | 0.11% | – |
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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% |