SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,773,496 | -12.5% | 24,506 | -6.7% | 0.02% | -10.7% |
| Q2 2023 | $2,027,622 | +8.4% | 26,267 | +7.0% | 0.03% | 0.0% |
| Q1 2023 | $1,870,882 | +8.1% | 24,558 | +5.3% | 0.03% | 0.0% |
| Q4 2022 | $1,730,889 | +19.0% | 23,321 | +7.7% | 0.03% | +12.0% |
| Q3 2022 | $1,453,928 | -7.6% | 21,660 | -0.3% | 0.02% | -16.7% |
| Q2 2022 | $1,574,000 | -13.5% | 21,732 | -0.4% | 0.03% | 0.0% |
| Q1 2022 | $1,819,000 | – | 21,821 | – | 0.03% | – |
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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% |