HBC Financial Services, PLLC - SPDR SER TR ownership

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
HBC Financial Services, PLLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$52
-8.8%
7200.0%0.04%
-2.5%
Q2 2023$57
+5.6%
7200.0%0.04%0.0%
Q1 2023$540.0%7200.0%0.04%
-7.0%
Q4 2022$54
-99.9%
7200.0%0.04%
+7.5%
Q3 2022$48,000
-7.7%
7200.0%0.04%0.0%
Q2 2022$52,000
-7.1%
7200.0%0.04%0.0%
Q1 2022$56,000
-6.7%
7200.0%0.04%
+5.3%
Q4 2021$60,0000.0%7200.0%0.04%
-5.0%
Q3 2021$60,000
+7.1%
7200.0%0.04%
+5.3%
Q2 2021$56,000
-99.9%
7200.0%0.04%
-7.3%
Q1 2021$59,860,000
+117272.5%
7200.0%0.04%
+2.5%
Q4 2020$51,000
+21.4%
7200.0%0.04%
+14.3%
Q3 2020$42,000
+16.7%
7200.0%0.04%
+9.4%
Q2 2020$36,000
+33.3%
7200.0%0.03%
+3.2%
Q1 2020$27,000
-42.6%
7200.0%0.03%
-24.4%
Q4 2019$47,0007200.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 150,574$11,720,65310.83%
BRIGGS ADVISORY GROUP, INC. 234,848$18,127,93510.12%
Financial Planning & Information Services, Inc. 636,859$49,159,1229.07%
Compass Ion Advisors, LLC 311,686$24,059,0206.11%
Morton Brown Family Wealth, LLC 147,632$11,395,7006.08%
RESTON WEALTH MANAGEMENT LLC 156,809$12,104,0775.76%
Capasso Planning Partners LLC 127,858$9,869,3485.31%
Goelzer Investment Management, Inc. 795,249$61,385,2675.20%
New Hampshire Trust 250,671$19,349,2945.03%
Melone Private Wealth, LLC 87,881$6,783,5174.79%
View complete list of SPDR SER TR shareholders