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 | $2,309 | -7.3% | 31,757 | -1.7% | 0.01% | -16.7% |
| Q2 2023 | $2,492 | +688.6% | 32,304 | +677.7% | 0.01% | +500.0% |
| Q1 2023 | $316 | -88.0% | 4,154 | -88.3% | 0.00% | -85.7% |
| Q4 2022 | $2,638 | -99.9% | 35,539 | +3.9% | 0.01% | +16.7% |
| Q3 2022 | $2,296,000 | -4.2% | 34,204 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $2,397,000 | -12.8% | 33,097 | +0.3% | 0.01% | +20.0% |
| Q1 2022 | $2,750,000 | +189.5% | 33,002 | +197.7% | 0.01% | +150.0% |
| Q4 2021 | $950,000 | +1.1% | 11,086 | -3.3% | 0.00% | 0.0% |
| Q3 2021 | $940,000 | -1.1% | 11,463 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $950,000 | +5.6% | 11,086 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $900,000 | +21.8% | 10,980 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $739,000 | +32.7% | 11,161 | +0.4% | 0.00% | +100.0% |
| Q3 2020 | $557,000 | +26.0% | 11,114 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $442,000 | 0.0% | 10,823 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $442,000 | -81.5% | 10,823 | -70.2% | 0.00% | -71.4% |
| Q4 2019 | $2,386,000 | +10.7% | 36,304 | +3.1% | 0.01% | 0.0% |
| Q3 2019 | $2,156,000 | -45.0% | 35,202 | -45.5% | 0.01% | -41.7% |
| Q2 2019 | $3,921,000 | +13.7% | 64,621 | +13.0% | 0.01% | +9.1% |
| Q1 2019 | $3,448,000 | – | 57,179 | – | 0.01% | – |
Download | ||||||
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% |