SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $65,475 | -18.2% | 848 | -19.3% | 0.02% | -30.6% |
| Q1 2023 | $80,032 | +2.8% | 1,051 | +0.2% | 0.04% | -25.0% |
| Q4 2022 | $77,820 | -9.5% | 1,049 | -17.9% | 0.05% | -25.0% |
| Q3 2022 | $86,000 | -15.7% | 1,278 | -9.3% | 0.06% | -21.0% |
| Q2 2022 | $102,000 | -61.4% | 1,409 | -55.4% | 0.08% | -56.2% |
| Q1 2022 | $264,000 | +78.4% | 3,156 | +80.4% | 0.18% | +63.7% |
| Q4 2021 | $148,000 | +0.7% | 1,749 | +0.1% | 0.11% | -3.4% |
| Q3 2021 | $147,000 | -19.2% | 1,747 | -17.6% | 0.12% | -10.0% |
| Q2 2021 | $182,000 | +0.6% | 2,119 | -4.0% | 0.13% | -8.5% |
| Q1 2021 | $181,000 | -13.4% | 2,207 | -30.2% | 0.14% | -28.6% |
| Q4 2020 | $209,000 | -82.3% | 3,161 | -81.7% | 0.20% | -74.7% |
| Q3 2018 | $1,182,000 | -0.4% | 17,316 | -2.6% | 0.79% | -8.1% |
| Q2 2018 | $1,187,000 | +14.2% | 17,776 | +111.3% | 0.86% | +8.2% |
| Q1 2018 | $1,039,000 | -8.4% | 8,411 | -4.1% | 0.79% | -6.6% |
| Q4 2017 | $1,134,000 | – | 8,768 | – | 0.85% | – |
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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% |