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 | $1,642,425 | -4.7% | 22,695 | +1.7% | 0.62% | -9.2% |
| Q2 2023 | $1,723,033 | +3.5% | 22,322 | +2.1% | 0.69% | -1.3% |
| Q1 2023 | $1,664,825 | -13.4% | 21,854 | -15.6% | 0.70% | -12.2% |
| Q4 2022 | $1,922,649 | +12.5% | 25,905 | +1.7% | 0.79% | +3.1% |
| Q3 2022 | $1,709,000 | -15.6% | 25,461 | -9.0% | 0.77% | -13.1% |
| Q2 2022 | $2,026,000 | -8.3% | 27,978 | -0.5% | 0.88% | -5.0% |
| Q1 2022 | $2,210,000 | -12.4% | 28,121 | -5.6% | 0.93% | -7.4% |
| Q4 2021 | $2,523,000 | -3.1% | 29,783 | -6.2% | 1.01% | -8.6% |
| Q3 2021 | $2,603,000 | -8.9% | 31,759 | -4.9% | 1.10% | -8.9% |
| Q2 2021 | $2,856,000 | -22.1% | 33,401 | -25.3% | 1.21% | -25.4% |
| Q1 2021 | $3,668,000 | – | 44,742 | – | 1.62% | – |
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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% |