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 | $423,244 | -1.1% | 5,848 | +5.5% | 0.18% | +2.3% |
Q2 2023 | $427,967 | +6.1% | 5,544 | +4.7% | 0.18% | -1.1% |
Q1 2023 | $403,322 | -9.0% | 5,294 | -11.4% | 0.18% | -17.5% |
Q4 2022 | $443,415 | +12.8% | 5,974 | +2.1% | 0.22% | -10.3% |
Q3 2022 | $393,000 | -7.7% | 5,853 | -0.4% | 0.24% | -4.7% |
Q2 2022 | $426,000 | -15.3% | 5,876 | -1.0% | 0.25% | -9.9% |
Q1 2022 | $503,000 | -3.3% | 5,937 | -3.2% | 0.28% | -33.2% |
Q4 2021 | $520,000 | – | 6,132 | – | 0.42% | – |
Download |
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% |