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 | $1,061,297 | -5.9% | 14,665 | +0.4% | 0.82% | -4.8% |
| Q2 2023 | $1,127,588 | -10.0% | 14,608 | -11.2% | 0.86% | -14.9% |
| Q1 2023 | $1,252,821 | +12.8% | 16,446 | +9.9% | 1.01% | +8.9% |
| Q4 2022 | $1,110,812 | +11.0% | 14,966 | +0.4% | 0.92% | -1.3% |
| Q3 2022 | $1,001,000 | -13.9% | 14,912 | -7.2% | 0.94% | -7.2% |
| Q2 2022 | $1,163,000 | -12.2% | 16,068 | +1.1% | 1.01% | -12.6% |
| Q1 2022 | $1,324,000 | -0.5% | 15,892 | +1.2% | 1.16% | +1.6% |
| Q4 2021 | $1,330,000 | -0.4% | 15,699 | -3.7% | 1.14% | -8.0% |
| Q3 2021 | $1,336,000 | -4.4% | 16,302 | -0.0% | 1.24% | -9.1% |
| Q2 2021 | $1,398,000 | +1.0% | 16,310 | -3.3% | 1.36% | -5.5% |
| Q1 2021 | $1,384,000 | +24.3% | 16,875 | +0.4% | 1.44% | +30.3% |
| Q4 2020 | $1,113,000 | – | 16,811 | – | 1.10% | – |
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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% |