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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,018 | -84.1% | 2,937 | -85.6% | 3.12% | +898.1% |
| Q3 2022 | $1,367,000 | -9.9% | 20,355 | -2.9% | 0.31% | -0.3% |
| Q2 2022 | $1,518,000 | -13.5% | 20,965 | -0.5% | 0.31% | -3.4% |
| Q1 2022 | $1,755,000 | -2.3% | 21,061 | -0.7% | 0.32% | +1313.0% |
| Q4 2021 | $1,797,000 | +3.9% | 21,208 | +0.5% | 0.02% | -93.4% |
| Q3 2021 | $1,730,000 | -3.2% | 21,109 | +1.2% | 0.35% | -12.4% |
| Q2 2021 | $1,788,000 | -0.4% | 20,860 | -4.7% | 0.40% | -13.0% |
| Q1 2021 | $1,795,000 | +19.5% | 21,893 | -3.5% | 0.46% | +14.3% |
| Q4 2020 | $1,502,000 | +30.0% | 22,692 | -1.6% | 0.40% | +2.8% |
| Q3 2020 | $1,155,000 | +6.7% | 23,053 | +4.7% | 0.39% | -21.5% |
| Q2 2020 | $1,082,000 | +131.7% | 22,027 | +92.9% | 0.49% | +53.1% |
| Q1 2020 | $467,000 | -31.8% | 11,420 | +9.5% | 0.32% | -23.7% |
| Q4 2019 | $685,000 | +18.1% | 10,425 | +10.1% | 0.42% | +1.0% |
| Q3 2019 | $580,000 | +1.0% | 9,471 | +0.1% | 0.42% | -3.7% |
| Q2 2019 | $574,000 | +8.5% | 9,462 | +7.9% | 0.43% | -5.4% |
| Q1 2019 | $529,000 | +34.6% | 8,769 | +20.2% | 0.46% | +10.1% |
| Q4 2018 | $393,000 | – | 7,296 | – | 0.42% | – |
Download | ||||||
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% |