SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,545 | -0.8% | 10,219 | +5.8% | 0.12% | -2.4% |
| Q2 2023 | $745,258 | +17.8% | 9,655 | +13.3% | 0.13% | +1.6% |
| Q4 2022 | $632,571 | -88.7% | 8,523 | -89.8% | 0.12% | -89.0% |
| Q3 2022 | $5,585,000 | +131.1% | 83,192 | +149.2% | 1.13% | +136.3% |
| Q2 2022 | $2,417,000 | -3.0% | 33,382 | +11.7% | 0.48% | +13.2% |
| Q1 2022 | $2,491,000 | +174.3% | 29,891 | +178.8% | 0.42% | +183.9% |
| Q4 2021 | $908,000 | +48.1% | 10,721 | +43.3% | 0.15% | +34.2% |
| Q3 2021 | $613,000 | +44.9% | 7,483 | +51.6% | 0.11% | +44.2% |
| Q2 2021 | $423,000 | +69.9% | 4,937 | +62.3% | 0.08% | +57.1% |
| Q1 2021 | $249,000 | – | 3,041 | – | 0.05% | – |
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% |