SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $320,119 | +5.1% | 4,423 | +12.1% | 0.00% | – |
Q2 2023 | $304,626 | -51.5% | 3,946 | -52.1% | 0.00% | – |
Q1 2023 | $627,888 | +118.2% | 8,242 | +112.6% | 0.00% | – |
Q4 2022 | $287,769 | +7.0% | 3,877 | -3.1% | 0.00% | – |
Q3 2022 | $269,000 | +30.0% | 4,000 | +39.7% | 0.00% | – |
Q2 2022 | $207,000 | -25.5% | 2,863 | -14.1% | 0.00% | – |
Q1 2022 | $278,000 | +18.3% | 3,333 | +19.8% | 0.00% | – |
Q4 2021 | $235,000 | +8.8% | 2,781 | +5.6% | 0.00% | – |
Q3 2021 | $216,000 | +18.7% | 2,633 | +24.6% | 0.00% | – |
Q2 2021 | $182,000 | +152.8% | 2,114 | +140.8% | 0.00% | – |
Q1 2021 | $72,000 | +2.9% | 878 | -17.0% | 0.00% | – |
Q4 2020 | $70,000 | +250.0% | 1,058 | +169.9% | 0.00% | – |
Q3 2020 | $20,000 | 0.0% | 392 | -4.9% | 0.00% | – |
Q2 2020 | $20,000 | -16.7% | 412 | -32.2% | 0.00% | – |
Q1 2020 | $24,000 | -48.9% | 608 | -14.4% | 0.00% | – |
Q4 2019 | $47,000 | -11.3% | 710 | -18.6% | 0.00% | – |
Q3 2019 | $53,000 | +12.8% | 872 | +12.7% | 0.00% | – |
Q2 2019 | $47,000 | -28.8% | 774 | -29.6% | 0.00% | – |
Q1 2019 | $66,000 | +187.0% | 1,099 | +164.8% | 0.00% | – |
Q4 2018 | $23,000 | -20.7% | 415 | -1.4% | 0.00% | – |
Q3 2018 | $29,000 | – | 421 | – | 0.00% | – |
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% |