SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $845,643 | -9.0% | 11,685 | -2.9% | 0.07% | -15.7% |
| Q2 2023 | $929,290 | +2.0% | 12,039 | +0.6% | 0.08% | 0.0% |
| Q1 2023 | $911,265 | +7.1% | 11,962 | +4.4% | 0.08% | +5.1% |
| Q4 2022 | $850,636 | +33.5% | 11,461 | +20.8% | 0.08% | +23.4% |
| Q3 2022 | $637,000 | -13.7% | 9,490 | -6.9% | 0.06% | -7.2% |
| Q2 2022 | $738,000 | -10.8% | 10,190 | +2.7% | 0.07% | 0.0% |
| Q1 2022 | $827,000 | +8.5% | 9,920 | +10.3% | 0.07% | +13.1% |
| Q4 2021 | $762,000 | +12.2% | 8,994 | +8.5% | 0.06% | +3.4% |
| Q3 2021 | $679,000 | +10.0% | 8,286 | +15.2% | 0.06% | +13.5% |
| Q2 2021 | $617,000 | +104.3% | 7,195 | +95.6% | 0.05% | +92.6% |
| Q1 2021 | $302,000 | – | 3,678 | – | 0.03% | – |
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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% |