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 | $833 | -99.1% | 12 | -84.4% | 0.00% | -100.0% |
Q2 2023 | $89,909 | +9923.3% | 77 | +1.3% | 0.24% | +775.0% |
Q1 2023 | $897 | -98.9% | 76 | +2.7% | 0.03% | -93.2% |
Q4 2022 | $79,358 | -90.0% | 74 | -44.8% | 0.41% | +1433.3% |
Q3 2022 | $791,000 | -7.3% | 134 | -6.9% | 0.03% | 0.0% |
Q2 2022 | $853,000 | -13.5% | 144 | -13.3% | 0.03% | -3.6% |
Q1 2022 | $986,000 | -1.9% | 166 | -2.4% | 0.03% | +21.7% |
Q4 2021 | $1,005,000 | +1125.6% | 170 | +1114.3% | 0.02% | -41.0% |
Q3 2021 | $82,000 | -4.7% | 14 | 0.0% | 0.04% | +25.8% |
Q2 2021 | $86,000 | -92.4% | 14 | 0.0% | 0.03% | +34.8% |
Q1 2021 | $1,136,000 | +113500.0% | 14 | 0.0% | 0.02% | +2200.0% |
Q4 2020 | $1,000 | -100.0% | 14 | -97.0% | 0.00% | -98.3% |
Q1 2020 | $18,798,000 | +28381.8% | 460 | +8.0% | 0.06% | +28.9% |
Q4 2019 | $66,000 | +371.4% | 426 | +83.6% | 0.04% | +275.0% |
Q3 2019 | $14,000 | 0.0% | 232 | -1.3% | 0.01% | +9.1% |
Q2 2019 | $14,000 | -6.7% | 235 | -4.1% | 0.01% | -8.3% |
Q1 2019 | $15,000 | -11.8% | 245 | -13.7% | 0.01% | -33.3% |
Q3 2018 | $17,000 | -41.4% | 284 | -33.0% | 0.02% | -33.3% |
Q2 2018 | $29,000 | +26.1% | 424 | +126.7% | 0.03% | +12.5% |
Q1 2018 | $23,000 | – | 187 | – | 0.02% | – |
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% |