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 | $506,156 | +9.6% | 6,994 | +16.9% | 0.22% | +13.8% |
| Q2 2023 | $461,905 | +0.7% | 5,984 | -0.6% | 0.19% | -5.5% |
| Q1 2023 | $458,680 | +0.3% | 6,021 | -2.2% | 0.20% | -5.2% |
| Q4 2022 | $457,121 | +15.5% | 6,159 | +4.5% | 0.21% | +3.4% |
| Q3 2022 | $395,857 | -64.5% | 5,896 | -61.7% | 0.20% | -63.4% |
| Q2 2022 | $1,115,042 | -13.1% | 15,399 | 0.0% | 0.56% | +0.5% |
| Q1 2022 | $1,283,199 | -0.3% | 15,399 | +1.4% | 0.55% | +7.2% |
| Q4 2021 | $1,286,643 | – | 15,187 | – | 0.52% | – |
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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% |