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 | $595,533 | -5.1% | 8,229 | +1.3% | 0.31% | -4.0% |
| Q2 2023 | $627,323 | +7.5% | 8,127 | +6.1% | 0.32% | 0.0% |
| Q1 2023 | $583,615 | +2.6% | 7,661 | 0.0% | 0.32% | -3.6% |
| Q4 2022 | $568,599 | +38.0% | 7,661 | +24.8% | 0.34% | +20.4% |
| Q3 2022 | $412,000 | +0.5% | 6,138 | +8.5% | 0.28% | +6.5% |
| Q2 2022 | $410,000 | -13.0% | 5,658 | 0.0% | 0.26% | +2.3% |
| Q1 2022 | $471,000 | -1.7% | 5,658 | 0.0% | 0.26% | +3.2% |
| Q4 2021 | $479,000 | – | 5,658 | – | 0.25% | – |
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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% |