SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,894 | -9.5% | 2,610 | -3.5% | 0.01% | -12.5% |
| Q2 2023 | $208,808 | +0.9% | 2,705 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $206,990 | +13562.7% | 2,717 | -86.7% | 0.01% | -90.6% |
| Q4 2022 | $1,515 | -93.1% | 20,406 | +5991.3% | 0.08% | +8400.0% |
| Q3 2022 | $22,000 | -99.3% | 335 | -99.2% | 0.00% | -99.2% |
| Q2 2022 | $3,194,000 | -9.9% | 44,116 | +3.7% | 0.13% | +38.9% |
| Q1 2022 | $3,544,000 | +12.2% | 42,524 | +14.1% | 0.10% | +35.7% |
| Q4 2021 | $3,158,000 | +0.4% | 37,276 | -2.8% | 0.07% | -15.7% |
| Q3 2021 | $3,145,000 | -3.2% | 38,366 | +1.2% | 0.08% | -5.7% |
| Q2 2021 | $3,250,000 | +10383.9% | 37,924 | +3.3% | 0.09% | +8700.0% |
| Q1 2021 | $31,000 | – | 36,724 | – | 0.00% | – |
Download | ||||||
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% |