SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download |
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% |