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 | $341,080 | -6.2% | 4,713 | 0.0% | 0.15% | -4.3% |
| Q2 2023 | $363,796 | +1.3% | 4,713 | 0.0% | 0.16% | +5.2% |
| Q1 2023 | $359,036 | +2.6% | 4,713 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $349,799 | +6.0% | 4,713 | -4.1% | 0.16% | -2.5% |
| Q3 2022 | $330,000 | -7.3% | 4,913 | 0.0% | 0.16% | -3.0% |
| Q2 2022 | $356,000 | -17.0% | 4,913 | -4.6% | 0.16% | -7.3% |
| Q1 2022 | $429,000 | -1.6% | 5,148 | 0.0% | 0.18% | +5.4% |
| Q4 2021 | $436,000 | +3.3% | 5,148 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $422,000 | -4.3% | 5,148 | 0.0% | 0.17% | -5.0% |
| Q2 2021 | $441,000 | -5.2% | 5,148 | -9.3% | 0.18% | -12.1% |
| Q1 2021 | $465,000 | -29.9% | 5,675 | -43.4% | 0.21% | -33.5% |
| Q4 2020 | $663,000 | – | 10,024 | – | 0.31% | – |
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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% |