SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,554 | -6.2% | 588 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $45,388 | +130.9% | 588 | +127.9% | 0.01% | +100.0% |
| Q1 2023 | $19,654 | +2.6% | 258 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $19,149 | +12.6% | 258 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $17,000 | -15.0% | 258 | -5.5% | 0.01% | +25.0% |
| Q2 2022 | $20,000 | -13.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -89.3% | 273 | -89.2% | 0.00% | -84.6% |
| Q4 2021 | $214,000 | +568.8% | 2,528 | +549.9% | 0.03% | +420.0% |
| Q3 2021 | $32,000 | +39.1% | 389 | +45.7% | 0.01% | +25.0% |
| Q2 2021 | $23,000 | +360.0% | 267 | +323.8% | 0.00% | +300.0% |
| Q1 2021 | $5,000 | – | 63 | – | 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% |