SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 329 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296 | +26.5% | 4,088 | +34.6% | 0.00% | 0.0% |
| Q2 2023 | $234 | -11.0% | 3,037 | -11.9% | 0.00% | 0.0% |
| Q1 2023 | $263 | -41.7% | 3,446 | -43.4% | 0.00% | -50.0% |
| Q4 2022 | $451 | -99.9% | 6,083 | -6.5% | 0.00% | -33.3% |
| Q3 2022 | $437,000 | -44.9% | 6,506 | -40.6% | 0.00% | -40.0% |
| Q2 2022 | $793,000 | -57.1% | 10,952 | -50.6% | 0.01% | -54.5% |
| Q1 2022 | $1,847,000 | +2.9% | 22,163 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $1,795,000 | +2.7% | 21,192 | -0.7% | 0.01% | -8.3% |
| Q3 2021 | $1,748,000 | -7.8% | 21,332 | -3.5% | 0.01% | -20.0% |
| Q2 2021 | $1,895,000 | +7.0% | 22,105 | +2.3% | 0.02% | -6.2% |
| Q1 2021 | $1,771,000 | +19.0% | 21,603 | -3.9% | 0.02% | -15.8% |
| Q4 2020 | $1,488,000 | +36.0% | 22,478 | +2.9% | 0.02% | +18.8% |
| Q3 2020 | $1,094,000 | +54.7% | 21,840 | +103.0% | 0.02% | +14.3% |
| Q4 2019 | $707,000 | -27.3% | 10,761 | -32.2% | 0.01% | -39.1% |
| Q3 2019 | $972,000 | -19.7% | 15,883 | -20.4% | 0.02% | -28.1% |
| Q2 2019 | $1,211,000 | +12.0% | 19,950 | +11.2% | 0.03% | +39.1% |
| Q1 2019 | $1,081,000 | – | 17,935 | – | 0.02% | – |
Download | ||||||
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% |