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 | $406,792 | -5.9% | 5,621 | +0.4% | 0.09% | -4.1% |
| Q2 2023 | $432,187 | +0.7% | 5,599 | -0.6% | 0.10% | -4.0% |
| Q1 2023 | $429,274 | +2.8% | 5,635 | +0.2% | 0.10% | -30.8% |
| Q4 2022 | $417,472 | +27.7% | 5,621 | +15.3% | 0.15% | +14.1% |
| Q3 2022 | $327,000 | -24.1% | 4,874 | -12.0% | 0.13% | -12.3% |
| Q2 2022 | $431,000 | -10.6% | 5,538 | -4.3% | 0.15% | +1.4% |
| Q1 2022 | $482,000 | -9.2% | 5,785 | -7.8% | 0.14% | -8.3% |
| Q4 2021 | $531,000 | -4.2% | 6,273 | -0.3% | 0.16% | -4.8% |
| Q3 2021 | $554,000 | +5.7% | 6,290 | -2.3% | 0.16% | +0.6% |
| Q2 2021 | $524,000 | -24.4% | 6,436 | -22.6% | 0.16% | -25.1% |
| Q1 2021 | $693,000 | +11.4% | 8,316 | -11.5% | 0.22% | -6.8% |
| Q4 2020 | $622,000 | – | 9,397 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |