SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,653 | -19.1% | 631 | -13.7% | 0.02% | -12.0% |
| Q2 2023 | $56,412 | -10.9% | 731 | -12.0% | 0.02% | -16.7% |
| Q1 2023 | $63,292 | -6.0% | 831 | -8.4% | 0.03% | -11.8% |
| Q4 2022 | $67,349 | -23.5% | 907 | -30.8% | 0.03% | -26.1% |
| Q3 2022 | $88,000 | -13.7% | 1,310 | -7.2% | 0.05% | -8.0% |
| Q2 2022 | $102,000 | -74.6% | 1,412 | -70.7% | 0.05% | -70.1% |
| Q1 2022 | $401,000 | +81.4% | 4,811 | +84.3% | 0.17% | +92.0% |
| Q4 2021 | $221,000 | -36.3% | 2,610 | -38.4% | 0.09% | -43.9% |
| Q3 2021 | $347,000 | -46.3% | 4,238 | -43.7% | 0.16% | -49.5% |
| Q2 2021 | $646,000 | +4.7% | 7,532 | +0.2% | 0.31% | -9.7% |
| Q1 2021 | $617,000 | +104.3% | 7,520 | +65.1% | 0.34% | +104.8% |
| Q4 2020 | $302,000 | – | 4,556 | – | 0.17% | – |
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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% |