SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,697,000 | +9.2% | 152,366 | +11.0% | 1.62% | +10.7% |
| Q4 2021 | $11,628,000 | +40.8% | 137,249 | +36.2% | 1.46% | +24.4% |
| Q3 2021 | $8,261,000 | -0.7% | 100,792 | +3.9% | 1.18% | -5.5% |
| Q2 2021 | $8,317,000 | +6.3% | 97,041 | +1.7% | 1.24% | -8.1% |
| Q1 2021 | $7,826,000 | +37.1% | 95,451 | +10.7% | 1.35% | +22.4% |
| Q4 2020 | $5,707,000 | – | 86,224 | – | 1.11% | – |
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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% |