SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,742 | -13.2% | 342 | -7.3% | 0.01% | -12.5% |
| Q2 2023 | $28,493 | +1.8% | 369 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $27,985 | +103548.1% | 367 | +0.3% | 0.01% | -11.1% |
| Q4 2022 | $27 | -99.9% | 366 | -6.4% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 391 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -12.5% | 389 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $32,000 | -3.0% | 388 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $33,000 | +3.1% | 388 | -0.3% | 0.01% | -10.0% |
| Q3 2021 | $32,000 | -3.0% | 389 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 388 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +23.1% | 387 | +0.3% | 0.01% | +11.1% |
| Q4 2020 | $26,000 | +30.0% | 386 | -2.0% | 0.01% | +12.5% |
| Q3 2020 | $20,000 | +5.3% | 394 | +0.3% | 0.01% | +33.3% |
| Q2 2020 | $19,000 | -9.5% | 393 | -21.9% | 0.01% | -33.3% |
| Q1 2020 | $21,000 | -54.3% | 503 | -28.9% | 0.01% | -52.6% |
| Q4 2019 | $46,000 | -6.1% | 707 | -12.1% | 0.02% | -32.1% |
| Q3 2019 | $49,000 | -14.0% | 804 | -13.7% | 0.03% | -17.6% |
| Q2 2019 | $57,000 | +1.8% | 932 | +0.3% | 0.03% | -10.5% |
| Q1 2019 | $56,000 | -3.4% | 929 | -13.8% | 0.04% | -25.5% |
| Q4 2018 | $58,000 | – | 1,078 | – | 0.05% | – |
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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% |