SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,167,171 | -21.2% | 29,946 | -16.0% | 0.08% | -27.8% |
| Q2 2023 | $2,750,521 | +3.6% | 35,633 | +2.2% | 0.11% | -3.6% |
| Q1 2023 | $2,656,071 | -3.2% | 34,866 | -5.7% | 0.11% | -5.9% |
| Q4 2022 | $2,745,227 | +12.9% | 36,988 | +2.1% | 0.12% | +3.5% |
| Q3 2022 | $2,432,000 | -32.3% | 36,225 | -27.0% | 0.12% | -33.1% |
| Q2 2022 | $3,594,000 | -17.9% | 49,641 | -3.9% | 0.17% | -5.5% |
| Q4 2021 | $4,375,000 | +7.4% | 51,646 | +4.0% | 0.18% | -5.7% |
| Q3 2021 | $4,072,000 | -10.9% | 49,679 | -6.0% | 0.19% | -14.6% |
| Q2 2021 | $4,572,000 | +9.1% | 52,861 | +4.5% | 0.23% | -5.0% |
| Q1 2021 | $4,190,000 | +12.8% | 50,572 | -9.9% | 0.24% | -11.5% |
| Q4 2020 | $3,713,000 | +16.6% | 56,103 | -11.7% | 0.27% | -5.6% |
| Q3 2020 | $3,184,000 | -5.9% | 63,566 | -7.7% | 0.28% | -15.9% |
| Q2 2020 | $3,384,000 | +45.5% | 68,891 | +21.0% | 0.34% | +8.0% |
| Q1 2020 | $2,326,000 | -19.1% | 56,916 | +30.1% | 0.31% | -12.8% |
| Q4 2019 | $2,875,000 | +96.1% | 43,759 | +82.9% | 0.36% | +56.5% |
| Q3 2019 | $1,466,000 | +30.5% | 23,929 | +29.3% | 0.23% | +22.3% |
| Q2 2019 | $1,123,000 | – | 18,504 | – | 0.19% | – |
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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% |