SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 450 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,230 | -75.9% | 17 | -74.2% | 0.00% | – |
| Q2 2023 | $5,094 | +1.3% | 66 | 0.0% | 0.00% | – |
| Q1 2023 | $5,027 | +2.6% | 66 | 0.0% | 0.00% | – |
| Q4 2022 | $4,898 | +22.4% | 66 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 66 | -16.5% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 79 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 79 | +51.9% | 0.00% | – |
| Q2 2021 | $4,000 | -33.3% | 52 | -42.9% | 0.00% | – |
| Q4 2020 | $6,000 | +100.0% | 91 | +18.2% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | – | 77 | – | 0.00% | – |
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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% |