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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,856 | -9.3% | 25,648 | -3.3% | 0.14% | -5.5% |
Q2 2023 | $2,047 | +21.0% | 26,516 | +19.4% | 0.14% | +14.2% |
Q1 2023 | $1,692 | +31.7% | 22,217 | +28.3% | 0.13% | +25.7% |
Q4 2022 | $1,285 | -99.9% | 17,311 | +3.7% | 0.10% | +8.6% |
Q3 2022 | $1,121,000 | -6.7% | 16,692 | +0.6% | 0.09% | 0.0% |
Q2 2022 | $1,202,000 | +62.4% | 16,595 | +86.9% | 0.09% | +102.2% |
Q1 2022 | $740,000 | -22.2% | 8,879 | -20.9% | 0.05% | -14.8% |
Q4 2021 | $951,000 | -8.0% | 11,228 | -11.0% | 0.05% | -12.9% |
Q3 2021 | $1,034,000 | -2.6% | 12,614 | +1.8% | 0.06% | -3.1% |
Q2 2021 | $1,062,000 | +342.5% | 12,388 | +323.5% | 0.06% | +300.0% |
Q1 2021 | $240,000 | – | 2,925 | – | 0.02% | – |
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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% |