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 2021 | $921,000 | +19.0% | 11,242 | +36.6% | 0.04% | +16.2% |
| Q2 2021 | $774,000 | -99.7% | 8,231 | +119.8% | 0.04% | +37.0% |
| Q1 2021 | $306,978,000 | +58372.0% | 3,744 | -53.2% | 0.03% | -73.5% |
| Q4 2020 | $525,000 | +42.3% | 7,997 | +6.6% | 0.10% | -12.1% |
| Q3 2020 | $369,000 | 0.0% | 7,505 | 0.0% | 0.12% | +9.4% |
| Q2 2020 | $369,000 | -3.9% | 7,505 | -20.4% | 0.11% | +73.8% |
| Q1 2020 | $384,000 | -35.5% | 9,426 | +4.1% | 0.06% | -51.2% |
| Q4 2019 | $595,000 | +45.1% | 9,053 | +35.1% | 0.12% | +52.4% |
| Q3 2019 | $410,000 | +77.5% | 6,700 | +75.8% | 0.08% | -25.5% |
| Q2 2019 | $231,000 | -50.6% | 3,812 | -50.9% | 0.11% | +26.4% |
| Q1 2019 | $468,000 | -16.9% | 7,758 | -25.8% | 0.09% | -28.1% |
| Q4 2018 | $563,000 | – | 10,454 | – | 0.12% | – |
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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% |