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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
Founders Capital Management | 21 | $1,716 | 0.00% |
M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |