SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 483 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52 | -8.8% | 720 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $57 | +5.6% | 720 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $54 | 0.0% | 720 | 0.0% | 0.04% | -7.0% |
| Q4 2022 | $54 | -99.9% | 720 | 0.0% | 0.04% | +7.5% |
| Q3 2022 | $48,000 | -7.7% | 720 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $52,000 | -7.1% | 720 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $56,000 | -6.7% | 720 | 0.0% | 0.04% | +5.3% |
| Q4 2021 | $60,000 | 0.0% | 720 | 0.0% | 0.04% | -5.0% |
| Q3 2021 | $60,000 | +7.1% | 720 | 0.0% | 0.04% | +5.3% |
| Q2 2021 | $56,000 | -99.9% | 720 | 0.0% | 0.04% | -7.3% |
| Q1 2021 | $59,860,000 | +117272.5% | 720 | 0.0% | 0.04% | +2.5% |
| Q4 2020 | $51,000 | +21.4% | 720 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $42,000 | +16.7% | 720 | 0.0% | 0.04% | +9.4% |
| Q2 2020 | $36,000 | +33.3% | 720 | 0.0% | 0.03% | +3.2% |
| Q1 2020 | $27,000 | -42.6% | 720 | 0.0% | 0.03% | -24.4% |
| Q4 2019 | $47,000 | – | 720 | – | 0.04% | – |
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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% |