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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,666 | +15.1% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,316 | -6.2% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,470 | +1.3% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,438 | +2.7% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,375 | +18.8% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -50.0% | 32 | -36.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 50 | +2.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -42.9% | 49 | -45.6% | 0.00% | -50.0% |
| Q3 2021 | $7,000 | -12.5% | 90 | -1.1% | 0.00% | -33.3% |
| Q2 2021 | $8,000 | +14.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 91 | -17.3% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +40.0% | 110 | -6.0% | 0.00% | +50.0% |
| Q3 2020 | $5,000 | -16.7% | 117 | -5.6% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | +500.0% | 124 | +175.6% | 0.00% | +200.0% |
| Q1 2020 | $1,000 | -96.9% | 45 | -90.9% | 0.00% | -93.8% |
| Q4 2019 | $32,000 | +6.7% | 496 | -0.6% | 0.02% | +14.3% |
| Q3 2019 | $30,000 | 0.0% | 499 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | -48.3% | 497 | -5.3% | 0.01% | +16.7% |
| Q1 2019 | $58,000 | +123.1% | 525 | +5.8% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | – | 496 | – | 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% |