SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 463 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.02 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. | 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% |