SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,018 | -6.2% | 3,358 | 0.0% | 0.09% | +4.8% |
| Q2 2023 | $259,204 | +1.3% | 3,358 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $255,812 | +94645.2% | 3,358 | -7.6% | 0.08% | -7.6% |
| Q4 2022 | $270 | -99.9% | 3,634 | -0.9% | 0.09% | -1.1% |
| Q3 2022 | $246,000 | -7.5% | 3,667 | 0.0% | 0.09% | -4.1% |
| Q2 2022 | $266,000 | -13.6% | 3,667 | -0.8% | 0.10% | -7.6% |
| Q1 2022 | $308,000 | -1.6% | 3,696 | 0.0% | 0.10% | -4.5% |
| Q4 2021 | $313,000 | – | 3,696 | – | 0.11% | – |
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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% |