SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,393 | -6.6% | 28,111 | -0.4% | 2.05% | -13.4% |
| Q2 2023 | $2,177,993 | +34.4% | 28,216 | +32.7% | 2.37% | +25.2% |
| Q1 2023 | $1,620,044 | -8.0% | 21,266 | -10.3% | 1.89% | -1.9% |
| Q4 2022 | $1,760,202 | -2.0% | 23,716 | -11.4% | 1.93% | +4.8% |
| Q3 2022 | $1,797,000 | -10.6% | 26,766 | -3.6% | 1.84% | +3.7% |
| Q2 2022 | $2,011,000 | -19.9% | 27,776 | -7.8% | 1.78% | -5.9% |
| Q1 2022 | $2,512,000 | -15.1% | 30,141 | -13.7% | 1.89% | -12.2% |
| Q4 2021 | $2,960,000 | -7.0% | 34,941 | -10.0% | 2.15% | -16.7% |
| Q3 2021 | $3,183,000 | -7.3% | 38,841 | -3.1% | 2.58% | -7.4% |
| Q2 2021 | $3,434,000 | -0.7% | 40,066 | -5.0% | 2.78% | -29.2% |
| Q1 2021 | $3,457,000 | -8.8% | 42,166 | -26.4% | 3.93% | -10.8% |
| Q4 2020 | $3,790,000 | +29.0% | 57,266 | -2.4% | 4.41% | +19.9% |
| Q3 2020 | $2,938,000 | – | 58,651 | – | 3.68% | – |
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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% |