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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $402,000,000 | +102.0% | 4,117 | +92.0% | 0.00% | +100.0% |
| Q4 2015 | $199,000,000 | +100405.1% | 2,144 | +1.9% | 0.00% | 0.0% |
| Q3 2015 | $198,000 | -99.9% | 2,105 | +1.1% | 0.00% | 0.0% |
| Q2 2015 | $221,089,000 | -16.1% | 2,083 | -15.4% | 0.00% | 0.0% |
| Q1 2015 | $263,622,000 | +0.0% | 2,461 | -1.2% | 0.00% | 0.0% |
| Q4 2014 | $263,504,000 | +7.0% | 2,492 | +3.5% | 0.00% | 0.0% |
| Q3 2014 | $246,260,000 | -8.0% | 2,407 | -0.8% | 0.00% | 0.0% |
| Q2 2014 | $267,552,000 | +3.2% | 2,427 | +1.2% | 0.00% | 0.0% |
| Q1 2014 | $259,308,000 | +5.9% | 2,399 | +4.3% | 0.00% | 0.0% |
| Q4 2013 | $244,751,000 | +18.1% | 2,299 | +8.9% | 0.00% | 0.0% |
| Q3 2013 | $207,230,000 | +15.2% | 2,112 | +4.3% | 0.00% | 0.0% |
| Q2 2013 | $179,962,000 | – | 2,025 | – | 0.00% | – |
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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% |