SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,772,000 | -2.8% | 46,027 | +1.7% | 2.11% | -2.7% |
| Q2 2021 | $3,879,000 | +11.6% | 45,260 | +6.8% | 2.17% | +3.4% |
| Q1 2021 | $3,475,000 | +11.0% | 42,385 | -10.4% | 2.10% | +0.2% |
| Q4 2020 | $3,130,000 | +23.0% | 47,286 | -6.9% | 2.10% | +7.9% |
| Q3 2020 | $2,545,000 | -0.2% | 50,802 | -2.2% | 1.94% | -8.0% |
| Q2 2020 | $2,551,000 | +18.4% | 51,943 | -1.5% | 2.11% | -1.7% |
| Q1 2020 | $2,155,000 | -39.6% | 52,739 | -2.9% | 2.15% | -21.5% |
| Q4 2019 | $3,570,000 | +2.9% | 54,323 | -4.1% | 2.74% | -2.0% |
| Q3 2019 | $3,470,000 | +0.1% | 56,637 | -0.9% | 2.79% | -0.5% |
| Q2 2019 | $3,467,000 | +5.9% | 57,138 | +5.3% | 2.80% | -1.1% |
| Q1 2019 | $3,273,000 | +11.6% | 54,277 | -0.4% | 2.84% | -17.4% |
| Q4 2018 | $2,932,000 | -11.6% | 54,480 | +12.1% | 3.44% | +1.8% |
| Q3 2018 | $3,317,000 | -2.0% | 48,583 | -4.1% | 3.37% | +8.2% |
| Q2 2018 | $3,384,000 | +3.5% | 50,670 | +91.4% | 3.12% | +0.4% |
| Q1 2018 | $3,270,000 | -3.0% | 26,480 | -1.2% | 3.11% | -3.6% |
| Q4 2017 | $3,370,000 | – | 26,802 | – | 3.22% | – |
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% |