SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 443 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,313,860 | +0.4% | 31,972 | +7.1% | 1.52% | +1.5% |
| Q2 2023 | $2,303,782 | +8.9% | 29,846 | +7.5% | 1.50% | +14.3% |
| Q1 2023 | $2,114,557 | +5.0% | 27,757 | +2.3% | 1.31% | -1.1% |
| Q4 2022 | $2,013,127 | +8.3% | 27,124 | -2.0% | 1.32% | +0.2% |
| Q3 2022 | $1,858,000 | -3.1% | 27,673 | +4.5% | 1.32% | -10.1% |
| Q2 2022 | $1,918,000 | -8.4% | 26,490 | +5.5% | 1.47% | +1.4% |
| Q1 2022 | $2,093,000 | +9.5% | 25,117 | +11.3% | 1.45% | +12.2% |
| Q4 2021 | $1,911,000 | +17.1% | 22,564 | +13.3% | 1.29% | -9.8% |
| Q3 2021 | $1,632,000 | +3.7% | 19,910 | +8.4% | 1.43% | -11.4% |
| Q2 2021 | $1,574,000 | – | 18,370 | – | 1.62% | – |
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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% |