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 | $45,666 | -6.2% | 631 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $48,707 | +3.8% | 631 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $46,927 | +2.6% | 616 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $45,720 | +11.5% | 616 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -8.9% | 616 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $45,000 | -11.8% | 616 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -1.9% | 616 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $52,000 | +4.0% | 616 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -30.6% | 616 | -26.8% | 0.01% | -31.2% |
| Q2 2021 | $72,000 | +4.3% | 841 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $69,000 | +23.2% | 841 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $56,000 | +366.7% | 841 | +256.4% | 0.02% | +275.0% |
| Q3 2020 | $12,000 | +9.1% | 236 | +3.1% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | – | 229 | +2444.4% | 0.00% | – |
| Q1 2020 | $0 | – | 9 | +125.0% | 0.00% | – |
| Q4 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 4 | – | 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% |