SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,662 | +50.9% | 5,177 | +60.9% | 0.10% | +57.6% |
| Q2 2023 | $248,322 | +0.9% | 3,217 | -0.4% | 0.07% | -2.9% |
| Q1 2023 | $246,062 | -36.4% | 3,230 | -38.1% | 0.07% | -40.4% |
| Q4 2022 | $387,057 | +58.0% | 5,215 | +42.8% | 0.11% | +40.7% |
| Q3 2022 | $245,000 | -1.6% | 3,653 | +6.3% | 0.08% | 0.0% |
| Q2 2022 | $249,000 | +23.3% | 3,438 | +41.9% | 0.08% | +26.6% |
| Q1 2022 | $202,000 | -1.5% | 2,423 | 0.0% | 0.06% | -3.0% |
| Q4 2021 | $205,000 | +22.8% | 2,423 | +19.2% | 0.07% | +11.9% |
| Q3 2021 | $167,000 | -4.6% | 2,032 | 0.0% | 0.06% | -6.3% |
| Q2 2021 | $175,000 | +4.8% | 2,032 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $167,000 | +14.4% | 2,032 | -7.7% | 0.06% | +6.7% |
| Q4 2020 | $146,000 | +30.4% | 2,202 | -0.9% | 0.06% | +15.4% |
| Q3 2020 | $112,000 | -31.7% | 2,222 | -33.2% | 0.05% | -34.2% |
| Q2 2020 | $164,000 | +18.0% | 3,327 | -1.6% | 0.08% | -15.1% |
| Q1 2020 | $139,000 | -87.2% | 3,380 | -79.5% | 0.09% | -86.8% |
| Q4 2019 | $1,083,000 | – | 16,471 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |