SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 294 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,579 | -8.0% | 7,774 | -1.9% | 0.16% | -5.2% |
| Q2 2023 | $611,789 | -24.5% | 7,926 | -25.5% | 0.17% | -27.9% |
| Q1 2023 | $810,074 | -2.1% | 10,634 | -4.6% | 0.24% | -12.7% |
| Q4 2022 | $827,270 | +16.2% | 11,146 | +5.1% | 0.28% | +4.6% |
| Q3 2022 | $712,000 | -7.2% | 10,608 | +0.1% | 0.26% | -1.5% |
| Q2 2022 | $767,000 | -60.8% | 10,593 | -54.9% | 0.27% | -53.6% |
| Q1 2022 | $1,956,000 | -32.6% | 23,475 | -31.5% | 0.58% | -28.8% |
| Q4 2021 | $2,902,000 | +3.7% | 34,258 | +0.3% | 0.81% | -4.0% |
| Q3 2021 | $2,799,000 | -22.2% | 34,146 | -18.6% | 0.84% | -25.5% |
| Q2 2021 | $3,597,000 | +738.5% | 41,972 | +300.0% | 1.13% | +446.4% |
| Q1 2021 | $429,000 | -87.9% | 10,494 | -80.4% | 0.21% | -83.2% |
| Q4 2020 | $3,536,000 | +16.2% | 53,425 | -12.1% | 1.23% | +3.4% |
| Q3 2020 | $3,044,000 | +0.8% | 60,769 | -1.2% | 1.19% | -4.3% |
| Q2 2020 | $3,021,000 | +604.2% | 61,505 | +486.1% | 1.25% | +502.4% |
| Q1 2020 | $429,000 | – | 10,494 | – | 0.21% | – |
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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% |