SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,631,047 | -6.2% | 50,173 | +0.0% | 1.05% | -4.9% |
| Q2 2023 | $3,871,335 | +1.4% | 50,153 | +0.0% | 1.10% | -4.8% |
| Q1 2023 | $3,818,923 | +2.7% | 50,130 | +0.0% | 1.16% | -3.8% |
| Q4 2022 | $3,719,528 | +10.6% | 50,115 | +0.0% | 1.20% | -2.4% |
| Q3 2022 | $3,364,000 | -7.1% | 50,098 | +0.1% | 1.24% | -6.1% |
| Q2 2022 | $3,623,000 | -13.1% | 50,033 | +0.0% | 1.32% | -3.0% |
| Q1 2022 | $4,168,000 | -2.5% | 50,016 | -0.9% | 1.36% | +2.0% |
| Q4 2021 | $4,276,000 | +3.5% | 50,468 | +0.1% | 1.33% | -3.1% |
| Q3 2021 | $4,132,000 | -4.4% | 50,416 | +0.0% | 1.37% | -5.3% |
| Q2 2021 | $4,320,000 | +4.6% | 50,398 | +0.0% | 1.45% | -4.2% |
| Q1 2021 | $4,131,000 | +22.4% | 50,378 | -1.2% | 1.51% | +15.2% |
| Q4 2020 | $3,376,000 | – | 51,005 | – | 1.31% | – |
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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% |