SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -99.4% | 20 | -99.3% | 0.00% | -98.9% |
| Q4 2019 | $180,000 | +7.1% | 2,733 | -0.5% | 0.10% | -15.2% |
| Q3 2019 | $168,000 | +1.2% | 2,748 | -0.7% | 0.11% | +0.9% |
| Q2 2019 | $166,000 | 0.0% | 2,768 | 0.0% | 0.11% | -6.7% |
| Q1 2019 | $166,000 | +18.6% | 2,768 | +7.6% | 0.12% | +9.2% |
| Q4 2018 | $140,000 | -16.7% | 2,573 | +3.2% | 0.11% | -2.7% |
| Q3 2018 | $168,000 | +102.4% | 2,493 | +96.6% | 0.11% | +86.7% |
| Q2 2018 | $83,000 | – | 1,268 | +31600.0% | 0.06% | – |
| Q1 2018 | $0 | – | 4 | – | 0.00% | – |
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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% |