SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,908,522 | -1.1% | 24,725 | -2.4% | 0.37% | -5.3% |
Q1 2023 | $1,930,090 | +1.5% | 25,336 | -1.1% | 0.39% | -3.4% |
Q4 2022 | $1,900,788 | -1.2% | 25,610 | -10.6% | 0.41% | -9.3% |
Q3 2022 | $1,924,000 | -7.1% | 28,650 | +0.2% | 0.45% | +6.6% |
Q2 2022 | $2,070,000 | -13.9% | 28,588 | -0.9% | 0.42% | +5.2% |
Q1 2022 | $2,404,000 | -4.8% | 28,850 | -3.2% | 0.40% | -0.7% |
Q4 2021 | $2,525,000 | -2.4% | 29,806 | -5.6% | 0.40% | -39.1% |
Q3 2021 | $2,587,000 | +4.1% | 31,565 | +8.9% | 0.66% | +3.4% |
Q2 2021 | $2,484,000 | +13.2% | 28,978 | +8.3% | 0.64% | -14.5% |
Q1 2021 | $2,194,000 | -14.0% | 26,757 | -30.6% | 0.75% | +39.7% |
Q4 2020 | $2,551,000 | +52.1% | 38,541 | +15.1% | 0.54% | -27.9% |
Q3 2020 | $1,677,000 | -15.5% | 33,489 | -17.1% | 0.74% | -28.1% |
Q2 2020 | $1,985,000 | +20.1% | 40,410 | -0.1% | 1.04% | -4.3% |
Q1 2020 | $1,653,000 | +20.6% | 40,449 | +93.9% | 1.08% | +24.9% |
Q4 2019 | $1,371,000 | – | 20,858 | – | 0.87% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |