SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,059,637 | +614.9% | 59,806 | +749.2% | 0.20% | +589.7% |
| Q2 2023 | $567,840 | -7.4% | 7,043 | -12.5% | 0.03% | -21.6% |
| Q1 2023 | $613,375 | -7.0% | 8,052 | +1.3% | 0.04% | -11.9% |
| Q4 2022 | $659,245 | -74.0% | 7,951 | -76.0% | 0.04% | -78.1% |
| Q3 2022 | $2,531,000 | +2.6% | 33,137 | -2.7% | 0.19% | -10.7% |
| Q2 2022 | $2,466,000 | -15.0% | 34,057 | -2.2% | 0.22% | -14.3% |
| Q1 2022 | $2,900,000 | -3.8% | 34,806 | -2.2% | 0.25% | -10.4% |
| Q4 2021 | $3,016,000 | +5.0% | 35,597 | +1.6% | 0.28% | -14.6% |
| Q3 2021 | $2,873,000 | -3.9% | 35,053 | +0.5% | 0.33% | -20.0% |
| Q2 2021 | $2,990,000 | -0.4% | 34,887 | -4.7% | 0.41% | -22.5% |
| Q1 2021 | $3,001,000 | -1.6% | 36,597 | -20.6% | 0.53% | -25.7% |
| Q4 2020 | $3,051,000 | – | 46,093 | – | 0.71% | – |
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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% |