SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,016,000 | -5.8% | 20,283 | -7.6% | 0.24% | -16.5% |
| Q2 2020 | $1,078,000 | +81.5% | 21,956 | +51.0% | 0.28% | +45.4% |
| Q1 2020 | $594,000 | +9.4% | 14,536 | +82.6% | 0.20% | +16.0% |
| Q3 2018 | $543,000 | -21.6% | 7,961 | -23.2% | 0.17% | -44.2% |
| Q2 2018 | $693,000 | -84.7% | 10,370 | -71.7% | 0.30% | -79.3% |
| Q1 2018 | $4,518,000 | +938.6% | 36,583 | +956.7% | 1.47% | +664.1% |
| Q4 2017 | $435,000 | – | 3,462 | – | 0.19% | – |
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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% |