SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233 | +2.2% | 2,775 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $228 | -99.9% | 2,775 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | -5.4% | 2,776 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $222,000 | -14.3% | 2,776 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | -50.9% | 2,776 | -50.0% | 0.00% | -33.3% |
| Q3 2021 | $528,000 | +94.8% | 5,552 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $271,000 | +4.2% | 2,776 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | +17.6% | 2,776 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $221,000 | – | 2,776 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |