SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
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% | – |
Download | ||||||
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% |