SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,108,177 | -5.9% | 84,402 | +0.4% | 2.74% | -11.6% |
| Q2 2023 | $6,491,951 | -0.5% | 84,104 | -1.8% | 3.10% | +0.3% |
| Q1 2023 | $6,525,591 | +2.2% | 85,660 | -0.5% | 3.09% | +6.1% |
| Q4 2022 | $6,388,000 | +19.3% | 86,069 | +7.9% | 2.92% | -11.1% |
| Q3 2022 | $5,355,000 | -11.3% | 79,765 | -4.4% | 3.28% | -11.7% |
| Q2 2022 | $6,040,000 | -4.1% | 83,416 | +10.4% | 3.71% | -5.2% |
| Q1 2022 | $6,296,000 | – | 75,549 | – | 3.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |