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 | $476,286 | -6.0% | 6,581 | +0.3% | 0.16% | -6.4% |
| Q2 2023 | $506,494 | -14.2% | 6,562 | -15.4% | 0.17% | -14.8% |
| Q1 2023 | $590,428 | -9.3% | 7,754 | -11.6% | 0.20% | -18.5% |
| Q4 2022 | $650,842 | +4.6% | 8,769 | -2.1% | 0.25% | -12.9% |
| Q3 2022 | $622,000 | -18.2% | 8,958 | -4.6% | 0.29% | -21.0% |
| Q1 2022 | $760,000 | -5.8% | 9,393 | -1.4% | 0.36% | +9.4% |
| Q4 2021 | $807,000 | – | 9,530 | – | 0.33% | – |
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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% |