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 | $5,531,077 | -6.1% | 76,428 | +0.2% | 0.58% | -8.0% |
| Q2 2023 | $5,890,022 | +0.9% | 76,306 | -0.4% | 0.63% | -9.9% |
| Q1 2023 | $5,838,585 | +2.2% | 76,642 | -0.4% | 0.70% | -3.9% |
| Q4 2022 | $5,711,027 | +8.8% | 76,947 | -1.6% | 0.72% | -8.0% |
| Q3 2022 | $5,250,000 | -7.4% | 78,188 | -0.1% | 0.79% | -10.2% |
| Q2 2022 | $5,667,000 | -15.6% | 78,256 | -2.9% | 0.88% | -10.1% |
| Q1 2022 | $6,714,000 | +0.4% | 80,573 | +2.1% | 0.97% | +3.0% |
| Q4 2021 | $6,684,000 | +1.2% | 78,890 | -2.1% | 0.95% | -7.9% |
| Q3 2021 | $6,605,000 | -4.5% | 80,589 | -0.2% | 1.03% | -5.4% |
| Q2 2021 | $6,919,000 | +4.4% | 80,720 | -0.2% | 1.09% | -3.5% |
| Q1 2021 | $6,630,000 | +24.3% | 80,865 | +0.4% | 1.12% | +13.9% |
| Q4 2020 | $5,332,000 | +31.8% | 80,556 | -0.2% | 0.99% | +17.3% |
| Q3 2020 | $4,044,000 | -1.6% | 80,727 | -3.5% | 0.84% | -4.9% |
| Q2 2020 | $4,110,000 | +19.1% | 83,665 | -0.9% | 0.88% | -0.3% |
| Q1 2020 | $3,450,000 | +7087.5% | 84,435 | +11434.8% | 0.89% | +8780.0% |
| Q4 2019 | $48,000 | +84.6% | 732 | +72.2% | 0.01% | +100.0% |
| Q3 2019 | $26,000 | – | 425 | – | 0.01% | – |
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% |