SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 456 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,000 | -34.9% | 1,161 | -30.5% | 0.00% | -33.3% |
| Q2 2023 | $128,967 | +9.9% | 1,671 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $117,297 | -14.2% | 1,540 | -16.3% | 0.01% | -25.0% |
| Q4 2022 | $136,641 | +14.8% | 1,841 | +12.1% | 0.01% | 0.0% |
| Q3 2022 | $119,000 | 0.0% | 1,642 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $119,000 | +17.8% | 1,642 | +38.3% | 0.01% | +33.3% |
| Q4 2021 | $101,000 | -92.7% | 1,187 | -93.0% | 0.01% | -86.4% |
| Q3 2021 | $1,384,000 | -6.4% | 16,889 | -2.1% | 0.04% | -6.4% |
| Q2 2021 | $1,478,000 | +7.3% | 17,248 | +2.6% | 0.05% | -6.0% |
| Q1 2021 | $1,378,000 | – | 16,808 | – | 0.05% | – |
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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% |