SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,506 | -11.4% | 3,420 | -5.5% | 0.00% | -40.0% |
| Q2 2023 | $279,273 | +4.8% | 3,618 | +3.4% | 0.01% | 0.0% |
| Q1 2023 | $266,478 | +1.2% | 3,498 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $263,258 | +11.1% | 3,547 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $237,000 | -8.1% | 3,547 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $258,000 | -25.9% | 3,547 | -15.0% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | +72.3% | 4,174 | +74.7% | 0.01% | 0.0% |
| Q4 2021 | $202,000 | -22.0% | 2,389 | -24.3% | 0.01% | -16.7% |
| Q3 2021 | $259,000 | -8.2% | 3,157 | -4.2% | 0.01% | -40.0% |
| Q2 2021 | $282,000 | +16.0% | 3,294 | +11.8% | 0.01% | -33.3% |
| Q1 2021 | $243,000 | -58.8% | 2,946 | -75.0% | 0.02% | -73.7% |
| Q3 2020 | $590,000 | -4.8% | 11,781 | -6.9% | 0.06% | -8.1% |
| Q2 2020 | $620,000 | +17.2% | 12,658 | -2.3% | 0.06% | -26.2% |
| Q1 2020 | $529,000 | -41.7% | 12,960 | -6.3% | 0.08% | -70.1% |
| Q4 2019 | $908,000 | +6.7% | 13,828 | -0.5% | 0.28% | -23.6% |
| Q3 2019 | $851,000 | +1.1% | 13,901 | +0.2% | 0.37% | +19.9% |
| Q2 2019 | $842,000 | +35.2% | 13,870 | +34.2% | 0.31% | +31.2% |
| Q1 2019 | $623,000 | +72.6% | 10,332 | +54.0% | 0.23% | +6.8% |
| Q4 2018 | $361,000 | – | 6,709 | – | 0.22% | – |
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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% |