SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,603 | -12.7% | 49,792 | -6.9% | 0.66% | -10.9% |
| Q2 2023 | $4,128 | -1.2% | 53,481 | -3.9% | 0.74% | -8.5% |
| Q1 2023 | $4,179 | -14.5% | 55,630 | -12.6% | 0.81% | -19.8% |
| Q4 2022 | $4,885 | -99.9% | 63,642 | +32.3% | 1.01% | +22.1% |
| Q3 2022 | $3,322,000 | -4.8% | 48,118 | -1.1% | 0.83% | -7.3% |
| Q2 2022 | $3,491,000 | -6.3% | 48,635 | +5.5% | 0.89% | +29.5% |
| Q1 2022 | $3,726,000 | -11.6% | 46,121 | -4.8% | 0.69% | -10.9% |
| Q4 2021 | $4,217,000 | -28.9% | 48,430 | -31.6% | 0.77% | -37.7% |
| Q3 2021 | $5,930,000 | -16.8% | 70,854 | -14.8% | 1.24% | -19.5% |
| Q2 2021 | $7,130,000 | +117.7% | 83,185 | +108.3% | 1.54% | +97.6% |
| Q1 2021 | $3,275,000 | +22.2% | 39,938 | -1.3% | 0.78% | +14.2% |
| Q4 2020 | $2,679,000 | +23.0% | 40,473 | +0.9% | 0.68% | +7.9% |
| Q3 2020 | $2,178,000 | +22.2% | 40,129 | +10.6% | 0.63% | +11.6% |
| Q2 2020 | $1,782,000 | +105.5% | 36,272 | +70.9% | 0.57% | +62.5% |
| Q1 2020 | $867,000 | +135.6% | 21,226 | +279.0% | 0.35% | +158.5% |
| Q4 2019 | $368,000 | +73.6% | 5,600 | +60.5% | 0.14% | +45.2% |
| Q2 2019 | $212,000 | -0.9% | 3,489 | -1.9% | 0.09% | -22.5% |
| Q1 2019 | $214,000 | – | 3,555 | – | 0.12% | – |
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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% |