SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,022,980 | -7.8% | 235,221 | -1.7% | 2.00% | -3.3% |
| Q2 2023 | $18,466,603 | +6.6% | 239,236 | +5.3% | 2.07% | +2.3% |
| Q1 2023 | $17,315,226 | +9.6% | 227,293 | +6.7% | 2.02% | +2.8% |
| Q4 2022 | $15,803,908 | +17.9% | 212,932 | +6.6% | 1.96% | +8.0% |
| Q3 2022 | $13,405,000 | -2.8% | 199,659 | +4.8% | 1.82% | +3.1% |
| Q2 2022 | $13,793,000 | -12.7% | 190,498 | +0.4% | 1.76% | -2.3% |
| Q1 2022 | $15,805,000 | -4.0% | 189,719 | -2.5% | 1.81% | +0.5% |
| Q4 2021 | $16,464,000 | +6.9% | 194,512 | +3.6% | 1.80% | +0.5% |
| Q3 2021 | $15,404,000 | -2.9% | 187,749 | +1.4% | 1.79% | -3.4% |
| Q2 2021 | $15,866,000 | +15.5% | 185,119 | +10.4% | 1.85% | -8.5% |
| Q1 2021 | $13,742,000 | +73.2% | 167,609 | +39.8% | 2.02% | +67.4% |
| Q4 2020 | $7,934,000 | +119.4% | 119,878 | +66.0% | 1.21% | +100.0% |
| Q3 2020 | $3,617,000 | -3.1% | 72,222 | -4.9% | 0.60% | -8.7% |
| Q2 2020 | $3,731,000 | +21.0% | 75,957 | +0.7% | 0.66% | +4.2% |
| Q1 2020 | $3,083,000 | – | 75,401 | – | 0.64% | – |
Download | ||||||
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% |