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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240 | +1.3% | 3,160 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $237 | -99.9% | 3,197 | +4.2% | 0.00% | 0.0% |
| Q3 2022 | $205,000 | -1.0% | 3,067 | +6.8% | 0.00% | 0.0% |
| Q2 2022 | $207,000 | -15.2% | 2,872 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -52.3% | 2,932 | -51.4% | 0.00% | -50.0% |
| Q4 2021 | $511,000 | +135.5% | 6,033 | +127.6% | 0.00% | +100.0% |
| Q3 2021 | $217,000 | -4.4% | 2,651 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | -8.5% | 2,651 | -12.4% | 0.00% | -50.0% |
| Q1 2021 | $248,000 | +191.8% | 3,027 | +133.4% | 0.00% | +100.0% |
| Q4 2020 | $85,000 | +19.7% | 1,297 | -9.7% | 0.00% | 0.0% |
| Q3 2020 | $71,000 | 0.0% | 1,436 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | -97.8% | 1,436 | -98.2% | 0.00% | -97.6% |
| Q1 2020 | $3,195,000 | +1193.5% | 78,200 | +1980.3% | 0.04% | +1300.0% |
| Q4 2019 | $247,000 | +6075.0% | 3,759 | +6381.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | – | 58 | – | 0.00% | – |
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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% |