SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 289 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,815,193 | -6.2% | 38,900 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $3,002,691 | +1.3% | 38,900 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $2,963,402 | +2.6% | 38,900 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $2,887,158 | -2.1% | 38,900 | -13.4% | 0.03% | +15.4% |
| Q4 2019 | $2,950,000 | +85.9% | 44,900 | +73.4% | 0.03% | +73.3% |
| Q3 2019 | $1,587,000 | +0.2% | 25,900 | -0.8% | 0.02% | +7.1% |
| Q2 2019 | $1,584,000 | +5.0% | 26,100 | +4.4% | 0.01% | +7.7% |
| Q1 2019 | $1,508,000 | – | 25,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 156,949 | $13,075,406 | 10.85% |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,184 | $4,264,139 | 1.12% |
| Marotta Asset Management | 39,692 | $3,306,741 | 0.71% |
| Fragasso Group Inc. | 56,460 | $4,703,673 | 0.43% |
| Pacifica Partners Inc. | 3,411 | $260,038 | 0.13% |
| CGN Advisors LLC | 6,359 | $529,778 | 0.07% |
| WealthPLAN Partners, LLC | 3,068 | $255,595 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,869 | $155,706 | 0.01% |
| Founders Capital Management | 21 | $1,716 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 35 | $2,933 | 0.00% |