SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 114 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,894,448 | +97341.4% | 979,611 | +3.9% | 1.42% | -4.1% |
| Q2 2023 | $72,756 | +6.6% | 942,555 | +5.2% | 1.48% | +0.6% |
| Q1 2023 | $68,234 | +7.0% | 895,689 | +4.2% | 1.47% | +2.7% |
| Q4 2022 | $63,783 | -99.9% | 859,374 | +1.4% | 1.43% | +2.0% |
| Q3 2022 | $56,885,000 | -5.4% | 847,264 | +2.1% | 1.40% | -0.3% |
| Q2 2022 | $60,102,000 | -2.5% | 830,019 | +12.2% | 1.41% | +10.1% |
| Q1 2022 | $61,658,000 | +29.5% | 739,929 | +31.6% | 1.28% | +30.6% |
| Q4 2021 | $47,627,000 | +3.4% | 562,165 | +0.1% | 0.98% | -0.8% |
| Q3 2021 | $46,051,000 | +0.1% | 561,872 | +4.6% | 0.99% | -1.4% |
| Q2 2021 | $46,019,000 | +10.5% | 536,917 | +5.7% | 1.00% | +3.2% |
| Q1 2021 | $41,656,000 | +6.0% | 508,064 | -14.4% | 0.97% | -1.8% |
| Q4 2020 | $39,291,000 | +45.2% | 593,614 | +9.9% | 0.99% | +24.5% |
| Q3 2020 | $27,052,000 | +132.5% | 540,058 | +128.0% | 0.79% | +113.2% |
| Q2 2020 | $11,635,000 | +61.3% | 236,873 | +34.2% | 0.37% | +16.6% |
| Q1 2020 | $7,212,000 | -23.2% | 176,510 | +23.5% | 0.32% | -4.8% |
| Q4 2019 | $9,394,000 | +28.4% | 142,960 | +19.7% | 0.34% | +16.7% |
| Q3 2019 | $7,315,000 | +15.6% | 119,415 | +14.5% | 0.29% | +11.7% |
| Q2 2019 | $6,328,000 | +5.8% | 104,292 | +5.1% | 0.26% | +1.2% |
| Q1 2019 | $5,981,000 | +22.2% | 99,185 | +9.1% | 0.25% | +5.4% |
| Q4 2018 | $4,893,000 | +26.9% | 90,910 | +60.9% | 0.24% | +42.6% |
| Q3 2018 | $3,856,000 | +26.2% | 56,484 | +23.5% | 0.17% | +19.9% |
| Q2 2018 | $3,055,000 | +10.9% | 45,745 | +105.1% | 0.14% | +7.6% |
| Q1 2018 | $2,754,000 | -3.9% | 22,305 | -2.2% | 0.13% | 0.0% |
| Q4 2017 | $2,867,000 | +19.1% | 22,802 | +19.6% | 0.13% | +12.0% |
| Q3 2017 | $2,407,000 | +8.2% | 19,067 | +2.2% | 0.12% | +5.4% |
| Q2 2017 | $2,225,000 | +2.8% | 18,665 | +1.8% | 0.11% | 0.0% |
| Q1 2017 | $2,164,000 | +2.7% | 18,337 | +3.6% | 0.11% | -0.9% |
| Q4 2016 | $2,107,000 | +692.1% | 17,704 | +565.8% | 0.11% | +600.0% |
| Q2 2016 | $266,000 | +6.8% | 2,659 | -0.7% | 0.02% | 0.0% |
| Q4 2015 | $249,000 | – | 2,677 | – | 0.02% | – |
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% |