SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 159 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,656 | – | 2,947 | +49016.7% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $4,350,000 | +22.7% | 49,744 | +15.5% | 0.00% | 0.0% |
| Q1 2021 | $3,546,000 | +19600.0% | 43,060 | +14253.3% | 0.00% | – |
| Q2 2019 | $18,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | +12.5% | 300 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | -20.0% | 300 | 0.0% | 0.00% | – |
| Q3 2018 | $20,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2018 | $20,000 | -20.0% | 300 | +50.0% | 0.00% | – |
| Q1 2018 | $25,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $25,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $25,000 | -21.9% | 200 | -25.7% | 0.00% | – |
| Q2 2017 | $32,000 | 0.0% | 269 | 0.0% | 0.00% | – |
| Q1 2017 | $32,000 | +3.2% | 269 | 0.0% | 0.00% | – |
| Q4 2016 | $31,000 | +6.9% | 269 | 0.0% | 0.00% | – |
| Q3 2016 | $29,000 | +7.4% | 269 | 0.0% | 0.00% | – |
| Q2 2016 | $27,000 | +3.8% | 269 | 0.0% | 0.00% | – |
| Q1 2016 | $26,000 | -46.9% | 269 | -48.9% | 0.00% | – |
| Q4 2015 | $49,000 | +2.1% | 526 | +2.5% | 0.00% | – |
| Q3 2015 | $48,000 | -12.7% | 513 | +0.4% | 0.00% | – |
| Q2 2015 | $55,000 | -19.1% | 511 | -19.0% | 0.00% | – |
| Q1 2015 | $68,000 | +30.8% | 631 | +27.2% | 0.00% | – |
| Q4 2014 | $52,000 | +2.0% | 496 | +0.2% | 0.00% | – |
| Q3 2014 | $51,000 | +104.0% | 495 | +120.0% | 0.00% | – |
| Q2 2014 | $25,000 | +4.2% | 225 | 0.0% | 0.00% | – |
| Q1 2014 | $24,000 | 0.0% | 225 | +0.9% | 0.00% | – |
| Q4 2013 | $24,000 | +9.1% | 223 | 0.0% | 0.00% | – |
| Q3 2013 | $22,000 | +10.0% | 223 | 0.0% | 0.00% | – |
| Q2 2013 | $20,000 | – | 223 | – | 0.00% | – |
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% |