SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 254 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,545 | -8.1% | 2,122 | -2.0% | 0.02% | -10.0% |
| Q2 2023 | $167,162 | +1.5% | 2,166 | +0.2% | 0.02% | -9.1% |
| Q1 2023 | $164,699 | +2.5% | 2,162 | -0.1% | 0.02% | -8.3% |
| Q4 2022 | $160,695 | +23.6% | 2,165 | +11.8% | 0.02% | +14.3% |
| Q3 2022 | $130,000 | -8.5% | 1,936 | -1.3% | 0.02% | -8.7% |
| Q2 2022 | $142,000 | -7.2% | 1,961 | +6.9% | 0.02% | 0.0% |
| Q1 2022 | $153,000 | -18.6% | 1,835 | -17.5% | 0.02% | -17.9% |
| Q4 2021 | $188,000 | 0.0% | 2,225 | -3.0% | 0.03% | -9.7% |
| Q3 2021 | $188,000 | -4.6% | 2,294 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $197,000 | -27.3% | 2,294 | -30.6% | 0.03% | -35.8% |
| Q1 2021 | $271,000 | +23.7% | 3,305 | 0.0% | 0.05% | +12.8% |
| Q4 2020 | $219,000 | +38.6% | 3,305 | +4.9% | 0.05% | +20.5% |
| Q3 2020 | $158,000 | +1.9% | 3,152 | +0.0% | 0.04% | -17.0% |
| Q2 2020 | $155,000 | +106.7% | 3,151 | +71.5% | 0.05% | +20.5% |
| Q1 2020 | $75,000 | -61.9% | 1,837 | -38.7% | 0.04% | -55.7% |
| Q4 2019 | $197,000 | +10.7% | 2,997 | +0.3% | 0.09% | -8.3% |
| Q3 2019 | $178,000 | +52.1% | 2,988 | +53.5% | 0.10% | +52.4% |
| Q2 2019 | $117,000 | -36.1% | 1,947 | -35.8% | 0.06% | -42.7% |
| Q1 2019 | $183,000 | -0.5% | 3,031 | -11.5% | 0.11% | -17.3% |
| Q4 2018 | $184,000 | -20.7% | 3,425 | +0.7% | 0.13% | 0.0% |
| Q3 2018 | $232,000 | +13.2% | 3,402 | +11.0% | 0.13% | +10.8% |
| Q2 2018 | $205,000 | -0.5% | 3,066 | +83.7% | 0.12% | -9.1% |
| Q1 2018 | $206,000 | -4.6% | 1,669 | -2.7% | 0.13% | -10.2% |
| Q4 2017 | $216,000 | +1.9% | 1,716 | +2.3% | 0.15% | +20.5% |
| Q3 2017 | $212,000 | +6.0% | 1,678 | +0.4% | 0.12% | -4.7% |
| Q2 2017 | $200,000 | +22.0% | 1,672 | +20.0% | 0.13% | +8.5% |
| Q1 2017 | $164,000 | +925.0% | 1,393 | +931.9% | 0.12% | +807.7% |
| Q4 2016 | $16,000 | – | 135 | – | 0.01% | – |
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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% |