SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 367 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,698,040 | -4.1% | 230,732 | +2.3% | 0.03% | -3.4% |
| Q2 2023 | $17,406,917 | -12.5% | 225,507 | -13.6% | 0.03% | -14.7% |
| Q1 2023 | $19,885,505 | +58.4% | 261,033 | +54.3% | 0.03% | +54.5% |
| Q4 2022 | $12,553,567 | +8.2% | 169,140 | -2.1% | 0.02% | 0.0% |
| Q3 2022 | $11,599,000 | -8.3% | 172,764 | -1.1% | 0.02% | -4.3% |
| Q2 2022 | $12,654,000 | -9.7% | 174,752 | +3.9% | 0.02% | +4.5% |
| Q1 2022 | $14,019,000 | +7.7% | 168,239 | +9.5% | 0.02% | +10.0% |
| Q4 2021 | $13,017,000 | +7.2% | 153,647 | +3.7% | 0.02% | 0.0% |
| Q3 2021 | $12,141,000 | +5.6% | 148,124 | +10.5% | 0.02% | +5.3% |
| Q2 2021 | $11,493,000 | +26.5% | 134,091 | +21.0% | 0.02% | +18.8% |
| Q1 2021 | $9,087,000 | +24.5% | 110,832 | +0.5% | 0.02% | +14.3% |
| Q4 2020 | $7,297,000 | +214.0% | 110,234 | +137.6% | 0.01% | +180.0% |
| Q3 2020 | $2,324,000 | +32.6% | 46,390 | +30.0% | 0.01% | +25.0% |
| Q2 2020 | $1,752,000 | +26.9% | 35,686 | +5.5% | 0.00% | 0.0% |
| Q1 2020 | $1,381,000 | -70.9% | 33,823 | -53.3% | 0.00% | -60.0% |
| Q4 2019 | $4,753,000 | – | 72,350 | – | 0.01% | – |
Download | ||||||
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% |