SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971,350 | +62.0% | 13,422 | +72.8% | 0.01% | +57.1% |
| Q2 2023 | $599,535 | +13.7% | 7,767 | +12.2% | 0.01% | +16.7% |
| Q1 2023 | $527,166 | -0.9% | 6,920 | -3.5% | 0.01% | -14.3% |
| Q4 2022 | $532,157 | +5.8% | 7,170 | -4.3% | 0.01% | -12.5% |
| Q3 2022 | $503,000 | -7.9% | 7,490 | -0.7% | 0.01% | -20.0% |
| Q2 2022 | $546,000 | -13.7% | 7,540 | -0.8% | 0.01% | +11.1% |
| Q1 2022 | $633,000 | -1.7% | 7,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $644,000 | +4.2% | 7,600 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $618,000 | -16.6% | 7,540 | -12.7% | 0.01% | +28.6% |
| Q2 2021 | $741,000 | -22.3% | 8,640 | -25.8% | 0.01% | 0.0% |
| Q1 2021 | $954,000 | +0.5% | 11,640 | -18.8% | 0.01% | +40.0% |
| Q4 2020 | $949,000 | +165.1% | 14,340 | +100.8% | 0.01% | +150.0% |
| Q3 2020 | $358,000 | -59.4% | 7,140 | -60.2% | 0.00% | -50.0% |
| Q2 2020 | $881,000 | +220.4% | 17,940 | +166.2% | 0.00% | +300.0% |
| Q1 2020 | $275,000 | -49.8% | 6,740 | -19.2% | 0.00% | -50.0% |
| Q4 2019 | $548,000 | +11.8% | 8,340 | +4.2% | 0.00% | +100.0% |
| Q3 2019 | $490,000 | -27.9% | 8,000 | -28.6% | 0.00% | -50.0% |
| Q2 2019 | $680,000 | +34.1% | 11,200 | +33.3% | 0.00% | 0.0% |
| Q1 2019 | $507,000 | +5.8% | 8,400 | -5.6% | 0.00% | 0.0% |
| Q4 2018 | $479,000 | +100.4% | 8,900 | +154.3% | 0.00% | +100.0% |
| Q3 2018 | $239,000 | -14.9% | 3,500 | -16.7% | 0.00% | 0.0% |
| Q2 2018 | $281,000 | – | 4,200 | – | 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% |