SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $570,588 | +3.3% | 7,392 | +1.9% | 1.22% | -6.5% |
Q1 2023 | $552,343 | +13.7% | 7,251 | +10.8% | 1.31% | -6.8% |
Q4 2022 | $485,659 | +6.5% | 6,544 | -3.8% | 1.40% | +0.5% |
Q3 2022 | $456,000 | -13.6% | 6,799 | -6.8% | 1.40% | +1.7% |
Q2 2022 | $528,000 | -13.7% | 7,295 | -0.6% | 1.37% | +4.3% |
Q1 2022 | $612,000 | -8.4% | 7,340 | -10.0% | 1.32% | +4.5% |
Q3 2021 | $668,000 | -4.2% | 8,155 | +0.3% | 1.26% | -0.9% |
Q2 2021 | $697,000 | -21.1% | 8,127 | -24.5% | 1.27% | -25.2% |
Q1 2021 | $883,000 | +28.9% | 10,771 | +4.1% | 1.70% | +23.2% |
Q4 2020 | $685,000 | – | 10,348 | – | 1.38% | – |
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% |