SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,599 | -4.9% | 3,366 | +1.4% | 0.10% | -6.2% |
| Q2 2023 | $256,196 | -18.4% | 3,319 | -19.4% | 0.11% | -26.3% |
| Q1 2023 | $313,786 | +1.8% | 4,119 | -0.8% | 0.15% | -7.3% |
| Q4 2022 | $308,087 | +10.4% | 4,151 | 0.0% | 0.16% | +11.6% |
| Q3 2022 | $279,000 | -10.6% | 4,151 | -3.7% | 0.15% | -3.9% |
| Q2 2022 | $312,000 | -40.1% | 4,312 | -31.0% | 0.15% | -28.5% |
| Q1 2022 | $521,000 | -16.8% | 6,252 | -15.4% | 0.21% | -16.1% |
| Q4 2021 | $626,000 | -51.1% | 7,387 | -52.7% | 0.26% | -56.7% |
| Q3 2021 | $1,281,000 | -8.6% | 15,633 | -4.4% | 0.59% | -20.2% |
| Q2 2021 | $1,401,000 | +12.9% | 16,347 | +8.0% | 0.74% | +1.0% |
| Q1 2021 | $1,241,000 | +505.4% | 15,140 | +384.2% | 0.73% | +453.8% |
| Q4 2019 | $205,000 | – | 3,127 | – | 0.13% | – |
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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% |