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 | $777,421 | +4.7% | 10,742 | +11.6% | 0.18% | +7.1% |
Q2 2023 | $742,741 | +4.0% | 9,622 | +2.7% | 0.17% | -5.6% |
Q1 2023 | $713,896 | +10.5% | 9,371 | +7.7% | 0.18% | +1.1% |
Q4 2022 | $645,946 | +15.6% | 8,703 | +4.5% | 0.18% | +4.8% |
Q3 2022 | $559,000 | -1.1% | 8,327 | +6.8% | 0.17% | 0.0% |
Q2 2022 | $565,000 | -10.6% | 7,797 | +2.9% | 0.17% | +3.7% |
Q1 2022 | $632,000 | -0.5% | 7,579 | +1.1% | 0.16% | +7.3% |
Q4 2021 | $635,000 | +3.4% | 7,494 | 0.0% | 0.15% | -5.0% |
Q3 2021 | $614,000 | -0.8% | 7,494 | +3.7% | 0.16% | -3.6% |
Q2 2021 | $619,000 | -29.0% | 7,225 | -32.1% | 0.16% | -36.3% |
Q1 2021 | $872,000 | +22.3% | 10,637 | -1.2% | 0.26% | +9.7% |
Q4 2020 | $713,000 | +75.6% | 10,771 | +32.8% | 0.24% | +39.6% |
Q3 2020 | $406,000 | +4.6% | 8,111 | +2.8% | 0.17% | -1.7% |
Q2 2020 | $388,000 | +27.6% | 7,893 | +5.9% | 0.17% | +12.4% |
Q1 2020 | $304,000 | -38.3% | 7,452 | -0.7% | 0.15% | -23.9% |
Q4 2019 | $493,000 | +9.6% | 7,507 | +2.2% | 0.20% | +6.3% |
Q3 2019 | $450,000 | +10.8% | 7,348 | +9.9% | 0.19% | +3.3% |
Q2 2019 | $406,000 | +16.0% | 6,684 | +15.2% | 0.18% | +8.9% |
Q1 2019 | $350,000 | +12.5% | 5,800 | +0.3% | 0.17% | -4.5% |
Q4 2018 | $311,000 | -12.6% | 5,785 | +10.8% | 0.18% | -1.1% |
Q3 2018 | $356,000 | – | 5,219 | – | 0.18% | – |
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% |