SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,878 | -15.8% | 5,788 | -10.2% | 0.07% | +32.7% |
| Q2 2023 | $497,721 | -10.5% | 6,448 | -11.7% | 0.05% | -17.5% |
| Q1 2023 | $556,419 | +9.4% | 7,304 | +6.6% | 0.06% | 0.0% |
| Q4 2022 | $508,407 | +18.8% | 6,850 | +7.3% | 0.06% | +8.6% |
| Q3 2022 | $428,000 | -1.2% | 6,382 | +6.8% | 0.06% | +1.8% |
| Q2 2022 | $433,000 | -13.7% | 5,974 | -0.8% | 0.06% | +1.8% |
| Q1 2022 | $502,000 | 0.0% | 6,022 | +1.7% | 0.06% | +3.7% |
| Q4 2021 | $502,000 | +10.6% | 5,923 | +6.9% | 0.05% | -10.0% |
| Q3 2021 | $454,000 | -4.0% | 5,541 | +0.5% | 0.06% | -21.1% |
| Q2 2021 | $473,000 | +4.6% | 5,516 | +0.0% | 0.08% | -18.3% |
| Q1 2021 | $452,000 | +44.9% | 5,514 | +16.8% | 0.09% | -3.1% |
| Q4 2020 | $312,000 | – | 4,721 | – | 0.10% | – |
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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% |