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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,165,480 | +5132.6% | 108,484 | +3104.8% | 4.52% | +4512.2% |
| Q1 2023 | $251,607 | -98.5% | 3,385 | -97.6% | 0.10% | -98.7% |
| Q4 2022 | $17,158,005 | +293.9% | 139,195 | +166.3% | 7.38% | +281.9% |
| Q1 2022 | $4,356,000 | -44.6% | 52,273 | -43.7% | 1.93% | -47.2% |
| Q4 2021 | $7,863,000 | -1.4% | 92,812 | -4.6% | 3.66% | -8.4% |
| Q3 2021 | $7,977,000 | +0.2% | 97,323 | +0.3% | 3.99% | +2.4% |
| Q1 2021 | $7,958,000 | +276.6% | 97,056 | +204.0% | 3.90% | +228.3% |
| Q4 2020 | $2,113,000 | – | 31,923 | – | 1.19% | – |
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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% |