SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 431 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,798,307 | +1.6% | 36,252 | +0.3% | 1.30% | +2.1% |
| Q1 2023 | $2,753,681 | +4.8% | 36,147 | +2.1% | 1.28% | +25.8% |
| Q4 2022 | $2,626,454 | +45.2% | 35,387 | +31.3% | 1.02% | -1.9% |
| Q3 2022 | $1,809,000 | -5.1% | 26,949 | +2.4% | 1.04% | -2.2% |
| Q2 2022 | $1,906,000 | -8.6% | 26,324 | +5.1% | 1.06% | +70.8% |
| Q1 2022 | $2,086,000 | +0.4% | 25,036 | +2.1% | 0.62% | +11.9% |
| Q4 2021 | $2,077,000 | +9.4% | 24,519 | +5.9% | 0.55% | +33.5% |
| Q3 2021 | $1,898,000 | -3.0% | 23,162 | +1.5% | 0.42% | +11.6% |
| Q2 2021 | $1,956,000 | +18.9% | 22,824 | +13.8% | 0.37% | +16.2% |
| Q1 2021 | $1,645,000 | +30.0% | 20,065 | +5.0% | 0.32% | +41.6% |
| Q4 2020 | $1,265,000 | +40.2% | 19,111 | +6.1% | 0.23% | +22.2% |
| Q3 2020 | $902,000 | -0.3% | 18,004 | -2.2% | 0.18% | -6.1% |
| Q2 2020 | $905,000 | -0.1% | 18,418 | -16.9% | 0.20% | -12.1% |
| Q1 2020 | $906,000 | +6.2% | 22,167 | +70.7% | 0.22% | +31.0% |
| Q4 2019 | $853,000 | +100.2% | 12,986 | +86.7% | 0.17% | +80.0% |
| Q3 2019 | $426,000 | +94.5% | 6,956 | +92.6% | 0.10% | +53.2% |
| Q2 2019 | $219,000 | – | 3,612 | – | 0.06% | – |
Download | ||||||
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% |