SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,578,935 | -10.6% | 49,453 | -4.7% | 0.73% | -12.4% |
| Q2 2023 | $4,005,396 | -0.1% | 51,890 | -1.4% | 0.83% | -5.7% |
| Q1 2023 | $4,009,454 | +2.3% | 52,631 | -0.4% | 0.88% | -9.0% |
| Q4 2022 | $3,920,118 | +23.7% | 52,818 | +11.9% | 0.97% | +7.9% |
| Q3 2022 | $3,169,000 | -5.7% | 47,193 | +1.7% | 0.90% | -7.5% |
| Q2 2022 | $3,361,000 | -9.3% | 46,419 | +4.3% | 0.97% | -2.8% |
| Q1 2022 | $3,707,000 | +15.8% | 44,484 | -16.2% | 1.00% | -49.4% |
| Q4 2021 | $3,201,000 | -17.7% | 53,078 | +11.9% | 1.98% | +40.2% |
| Q3 2021 | $3,889,000 | -4.8% | 47,449 | -0.4% | 1.41% | -11.9% |
| Q2 2021 | $4,084,000 | -7.3% | 47,650 | -11.3% | 1.60% | -14.3% |
| Q1 2021 | $4,406,000 | +3.5% | 53,743 | -16.4% | 1.87% | -5.0% |
| Q4 2020 | $4,256,000 | +11.6% | 64,293 | -15.5% | 1.97% | -0.6% |
| Q3 2020 | $3,813,000 | -0.9% | 76,117 | -2.9% | 1.98% | -7.2% |
| Q2 2020 | $3,849,000 | +64.8% | 78,350 | +37.0% | 2.13% | +40.4% |
| Q1 2020 | $2,336,000 | -49.1% | 57,173 | -18.1% | 1.52% | -37.9% |
| Q4 2019 | $4,585,000 | +8.2% | 69,782 | +0.9% | 2.44% | +1.5% |
| Q3 2019 | $4,238,000 | +15.4% | 69,174 | +14.3% | 2.41% | +11.0% |
| Q2 2019 | $3,672,000 | +14.7% | 60,512 | +14.0% | 2.17% | +9.7% |
| Q1 2019 | $3,201,000 | +24.0% | 53,078 | +10.7% | 1.98% | +10.8% |
| Q4 2018 | $2,581,000 | – | 47,965 | – | 1.79% | – |
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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% |