SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,718,909 | -1.5% | 134,295 | +5.0% | 5.20% | -2.0% |
| Q2 2023 | $9,869,348 | +8.0% | 127,858 | +6.6% | 5.31% | -1.0% |
| Q1 2023 | $9,137,625 | +6.7% | 119,948 | +4.0% | 5.36% | -1.7% |
| Q4 2022 | $8,562,261 | +16.8% | 115,363 | +5.6% | 5.46% | +6.6% |
| Q3 2022 | $7,333,000 | -8.8% | 109,220 | -1.6% | 5.12% | -10.3% |
| Q2 2022 | $8,038,000 | -10.7% | 111,002 | +2.8% | 5.70% | -10.2% |
| Q1 2022 | $8,997,000 | +1.1% | 107,967 | +2.8% | 6.35% | -2.3% |
| Q4 2021 | $8,898,000 | – | 105,031 | – | 6.50% | – |
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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% |