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 | $211,655 | -9.7% | 2,742 | -10.9% | 0.00% | – |
| Q1 2023 | $234,330 | +2.8% | 3,076 | 0.0% | 0.00% | – |
| Q4 2022 | $228,000 | +10.1% | 3,076 | 0.0% | 0.00% | – |
| Q3 2022 | $207,000 | -10.8% | 3,076 | -4.1% | 0.00% | – |
| Q2 2022 | $232,000 | -14.1% | 3,207 | -1.0% | 0.00% | – |
| Q1 2022 | $270,000 | -1.8% | 3,241 | 0.0% | 0.00% | – |
| Q4 2021 | $275,000 | +4.2% | 3,241 | +0.8% | 0.00% | – |
| Q3 2021 | $264,000 | +4.3% | 3,215 | +9.0% | 0.00% | – |
| Q2 2021 | $253,000 | +4.5% | 2,949 | 0.0% | 0.00% | – |
| Q1 2021 | $242,000 | +12.6% | 2,949 | -9.2% | 0.00% | – |
| Q4 2020 | $215,000 | – | 3,249 | – | 0.00% | – |
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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% |