SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 387 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,163 | -5.9% | 2,904 | +0.4% | 0.13% | -11.3% |
| Q2 2023 | $223,341 | +1.7% | 2,893 | +0.4% | 0.15% | -12.7% |
| Q1 2023 | $219,511 | +2.9% | 2,881 | +0.3% | 0.17% | -8.9% |
| Q4 2022 | $213,258 | +3.0% | 2,873 | +0.6% | 0.19% | -15.6% |
| Q2 2022 | $207,000 | -12.7% | 2,855 | +0.3% | 0.22% | -9.3% |
| Q1 2022 | $237,000 | -1.7% | 2,846 | +0.1% | 0.25% | +1.6% |
| Q4 2021 | $241,000 | +3.9% | 2,844 | +0.6% | 0.24% | +11.4% |
| Q3 2021 | $232,000 | -4.1% | 2,827 | +0.2% | 0.22% | +0.5% |
| Q2 2021 | $242,000 | -3.2% | 2,821 | -7.4% | 0.22% | -9.9% |
| Q1 2021 | $250,000 | – | 3,046 | – | 0.24% | – |
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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% |