SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,845 | -6.2% | 2,112 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $163,025 | -45.0% | 2,112 | -45.7% | 0.00% | 0.0% |
| Q1 2023 | $296,569 | +5.2% | 3,893 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $281,962 | +98.6% | 3,799 | +79.9% | 0.00% | 0.0% |
| Q3 2022 | $142,000 | -7.2% | 2,112 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $153,000 | -16.4% | 2,112 | -3.6% | 0.00% | 0.0% |
| Q1 2022 | $183,000 | +1.1% | 2,192 | +2.3% | 0.00% | 0.0% |
| Q4 2021 | $181,000 | -39.9% | 2,142 | -41.7% | 0.00% | 0.0% |
| Q3 2021 | $301,000 | +1.7% | 3,671 | +6.3% | 0.00% | 0.0% |
| Q2 2021 | $296,000 | +7300.0% | 3,454 | +6417.0% | 0.00% | – |
| Q1 2021 | $4,000 | -71.4% | 53 | -81.7% | 0.00% | – |
| Q3 2020 | $14,000 | -12.5% | 289 | +8.2% | 0.00% | – |
| Q1 2019 | $16,000 | -88.8% | 267 | -90.0% | 0.00% | -100.0% |
| Q4 2018 | $143,000 | -21.4% | 2,662 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $182,000 | +5966.7% | 2,662 | +5687.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 46 | +100.0% | 0.00% | – |
| Q1 2018 | $3,000 | -82.4% | 23 | -83.0% | 0.00% | – |
| Q3 2017 | $17,000 | +6.2% | 135 | 0.0% | 0.00% | – |
| Q2 2017 | $16,000 | – | 135 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 150,574 | $11,720,653 | 10.83% |
| BRIGGS ADVISORY GROUP, INC. | 234,848 | $18,127,935 | 10.12% |
| Financial Planning & Information Services, Inc. | 636,859 | $49,159,122 | 9.07% |
| Compass Ion Advisors, LLC | 311,686 | $24,059,020 | 6.11% |
| Morton Brown Family Wealth, LLC | 147,632 | $11,395,700 | 6.08% |
| RESTON WEALTH MANAGEMENT LLC | 156,809 | $12,104,077 | 5.76% |
| Capasso Planning Partners LLC | 127,858 | $9,869,348 | 5.31% |
| Goelzer Investment Management, Inc. | 795,249 | $61,385,267 | 5.20% |
| New Hampshire Trust | 250,671 | $19,349,294 | 5.03% |
| Melone Private Wealth, LLC | 87,881 | $6,783,517 | 4.79% |