SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,785,592 | -5.3% | 24,667 | +1.0% | 0.07% | -6.3% |
| Q2 2023 | $1,885,654 | -1.7% | 24,422 | -3.0% | 0.08% | -11.2% |
| Q1 2023 | $1,917,429 | -75.7% | 25,169 | -76.3% | 0.09% | -77.9% |
| Q4 2022 | $7,894,835 | +37.8% | 106,368 | +24.6% | 0.40% | +25.5% |
| Q3 2022 | $5,730,000 | +196.0% | 85,343 | +219.3% | 0.32% | +202.8% |
| Q2 2022 | $1,936,000 | -7.5% | 26,731 | +6.7% | 0.11% | -13.1% |
| Q1 2022 | $2,093,000 | +11.8% | 25,058 | +12.8% | 0.12% | +5.2% |
| Q4 2021 | $1,872,000 | +2.2% | 22,219 | -0.6% | 0.12% | -7.9% |
| Q3 2021 | $1,831,000 | -0.7% | 22,351 | +3.2% | 0.13% | -7.4% |
| Q2 2021 | $1,844,000 | +8.0% | 21,667 | +4.0% | 0.14% | -17.1% |
| Q1 2021 | $1,707,000 | +22.5% | 20,825 | -1.1% | 0.16% | +13.9% |
| Q4 2020 | $1,394,000 | +36.0% | 21,061 | +3.0% | 0.14% | +14.3% |
| Q3 2020 | $1,025,000 | +83.4% | 20,454 | +79.6% | 0.13% | +38.5% |
| Q2 2020 | $559,000 | – | 11,387 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |