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 | $3,063,145 | -7.0% | 42,326 | -0.8% | 0.22% | -6.0% |
| Q2 2023 | $3,293,409 | -19.7% | 42,666 | -20.7% | 0.24% | -20.3% |
| Q1 2023 | $4,099,246 | +5.1% | 53,810 | +2.4% | 0.30% | +1.4% |
| Q4 2022 | $3,901,453 | +239.8% | 52,566 | +207.4% | 0.29% | +206.3% |
| Q3 2022 | $1,148,000 | +8.3% | 17,099 | +16.9% | 0.10% | +10.5% |
| Q2 2022 | $1,060,000 | +6.5% | 14,630 | +22.5% | 0.09% | +30.3% |
| Q1 2022 | $995,000 | +9.0% | 11,940 | +10.8% | 0.07% | +13.8% |
| Q4 2021 | $913,000 | +12.7% | 10,773 | +9.0% | 0.06% | +5.5% |
| Q3 2021 | $810,000 | +13.6% | 9,882 | +18.8% | 0.06% | +14.6% |
| Q2 2021 | $713,000 | -6.1% | 8,316 | -10.1% | 0.05% | -11.1% |
| Q1 2021 | $759,000 | +28.2% | 9,253 | +3.4% | 0.05% | +35.0% |
| Q4 2020 | $592,000 | +27.9% | 8,948 | -3.1% | 0.04% | 0.0% |
| Q3 2020 | $463,000 | +6.2% | 9,238 | +4.1% | 0.04% | -2.4% |
| Q2 2020 | $436,000 | – | 8,876 | – | 0.04% | – |
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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% |