SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $281,000 | +20.6% | 4,244 | -8.9% | 0.10% | +1.1% |
| Q3 2020 | $233,000 | +14.8% | 4,660 | +13.0% | 0.10% | +3.3% |
| Q2 2020 | $203,000 | -51.4% | 4,125 | -59.7% | 0.09% | -65.5% |
| Q1 2020 | $418,000 | -75.9% | 10,232 | -61.1% | 0.27% | -75.5% |
| Q4 2019 | $1,731,000 | +11.6% | 26,337 | +4.0% | 1.09% | +1.5% |
| Q3 2019 | $1,551,000 | +9.8% | 25,318 | +8.7% | 1.08% | +2.4% |
| Q2 2019 | $1,413,000 | +3.7% | 23,294 | +3.0% | 1.05% | -0.8% |
| Q1 2019 | $1,363,000 | +2.0% | 22,608 | -8.9% | 1.06% | -7.8% |
| Q4 2018 | $1,336,000 | -19.1% | 24,815 | +2.6% | 1.15% | -18.8% |
| Q3 2018 | $1,652,000 | +1.1% | 24,193 | -1.1% | 1.41% | -12.2% |
| Q2 2018 | $1,634,000 | +10.3% | 24,469 | +103.9% | 1.61% | +7.6% |
| Q1 2018 | $1,482,000 | +5.9% | 12,001 | +7.8% | 1.50% | +5.6% |
| Q4 2017 | $1,400,000 | – | 11,137 | – | 1.42% | – |
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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% |