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 | $1,103,425 | -6.2% | 15,247 | +0.0% | 1.16% | +0.2% |
| Q2 2023 | $1,176,839 | +0.0% | 15,246 | -1.3% | 1.16% | -4.7% |
| Q1 2023 | $1,176,829 | +1.2% | 15,448 | -1.4% | 1.22% | -2.8% |
| Q4 2022 | $1,163,324 | +10.4% | 15,674 | -0.2% | 1.25% | -69.7% |
| Q3 2022 | $1,054,000 | -7.1% | 15,699 | +0.2% | 4.14% | +225.0% |
| Q2 2022 | $1,135,000 | -12.4% | 15,668 | +0.6% | 1.27% | +8.1% |
| Q1 2022 | $1,295,000 | -2.3% | 15,574 | -0.4% | 1.18% | +5.3% |
| Q4 2021 | $1,325,000 | – | 15,634 | – | 1.12% | – |
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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% |