SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |