SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,978,844 | -3.5% | 54,979 | +2.9% | 1.93% | -4.7% |
| Q2 2023 | $4,122,834 | -0.8% | 53,411 | -2.1% | 2.03% | -4.6% |
| Q1 2023 | $4,158,057 | +1.7% | 54,582 | -0.9% | 2.13% | -11.3% |
| Q4 2022 | $4,087,518 | +3.2% | 55,073 | -6.6% | 2.40% | +0.1% |
| Q3 2022 | $3,961,000 | -1.0% | 58,992 | +6.7% | 2.40% | -5.7% |
| Q2 2022 | $4,003,000 | -6.1% | 55,284 | +8.0% | 2.54% | -1.9% |
| Q1 2022 | $4,265,000 | +14.7% | 51,183 | +16.6% | 2.59% | +6.0% |
| Q4 2021 | $3,719,000 | +17.5% | 43,894 | +13.7% | 2.44% | +1.8% |
| Q3 2021 | $3,164,000 | +39450.0% | 38,608 | +22745.0% | 2.40% | +26555.6% |
| Q3 2020 | $8,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | – | 169 | – | 0.01% | – |
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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% |