SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -84.2% | 40 | -89.8% | 0.00% | -100.0% |
| Q2 2020 | $19,000 | 0.0% | 392 | -17.5% | 0.01% | -14.3% |
| Q1 2020 | $19,000 | -69.4% | 475 | -50.0% | 0.01% | -36.4% |
| Q4 2019 | $62,000 | +113.8% | 950 | +100.0% | 0.01% | +22.2% |
| Q3 2019 | $29,000 | +20.8% | 475 | +21.2% | 0.01% | +12.5% |
| Q2 2019 | $24,000 | 0.0% | 392 | 0.0% | 0.01% | -27.3% |
| Q1 2019 | $24,000 | +14.3% | 392 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -22.2% | 392 | 0.0% | 0.01% | -15.4% |
| Q3 2018 | $27,000 | – | 392 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 280,272 | $20,283,260 | 18.74% |
| Michael S. Ryan, Inc. | 152,903 | $10,379,069 | 9.90% |
| BRIGGS ADVISORY GROUP, INC. | 233,591 | $16,904,965 | 9.68% |
| Financial Planning & Information Services, Inc. | 628,733 | $45,501,384 | 8.47% |
| Morton Brown Family Wealth, LLC | 164,164 | $11,880,522 | 6.07% |
| RESTON WEALTH MANAGEMENT LLC | 146,617 | $10,610,695 | 5.36% |
| Capasso Planning Partners LLC | 134,295 | $9,718,909 | 5.20% |
| New Hampshire Trust | 251,539 | $18,203,877 | 4.95% |
| Melone Private Wealth, LLC | 94,280 | $6,823,034 | 4.88% |
| CarsonAllaria Wealth Management, Ltd. | 73,328 | $5,306,753 | 4.31% |