SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 448 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,933 | -7.3% | 2,668 | -1.7% | 0.07% | -18.5% |
| Q1 2024 | $225,266 | -9.3% | 2,715 | -8.9% | 0.08% | -12.9% |
| Q4 2023 | $248,266 | +1.9% | 2,980 | -11.5% | 0.09% | -11.4% |
| 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 ↓ |
|---|---|---|---|
| BRIGGS ADVISORY GROUP, INC. | 243,371 | $18,063,023 | 11.50% |
| Financial Planning & Information Services, Inc. | 609,806 | $45,259,810 | 9.60% |
| KWB Wealth | 594,794 | $44,145,598 | 8.39% |
| PRW Wealth Management LLC | 139,195 | $17,158,005 | 7.38% |
| Seaside Wealth Management, Inc. | 126,484 | $9,387,664 | 6.20% |
| Northern Capital Management, Inc. | 84,890 | $6,300,519 | 6.05% |
| RESTON WEALTH MANAGEMENT LLC | 147,292 | $10,932,003 | 6.04% |
| Ford Financial Group, LLC | 198,797 | $14,754,725 | 5.83% |
| Morton Brown Family Wealth, LLC | 108,084 | $8,022,003 | 5.47% |
| Capasso Planning Partners LLC | 115,363 | $8,562,261 | 5.46% |