SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 174 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $506,785 | +2.2% | 6,031 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $495,809 | -22.7% | 6,031 | -28.8% | 0.03% | -30.0% |
| Q3 2022 | $641,000 | +5.4% | 8,466 | +11.5% | 0.04% | +14.3% |
| Q2 2022 | $608,000 | -14.5% | 7,594 | 0.0% | 0.04% | -10.3% |
| Q1 2022 | $711,000 | -6.8% | 7,594 | -1.1% | 0.04% | -9.3% |
| Q4 2021 | $763,000 | +5.0% | 7,676 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $727,000 | -3.1% | 7,676 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $750,000 | +4.0% | 7,676 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $721,000 | -0.3% | 7,676 | -15.5% | 0.05% | -2.1% |
| Q4 2020 | $723,000 | +13.9% | 9,086 | -12.9% | 0.05% | 0.0% |
| Q3 2020 | $635,000 | -14.7% | 10,432 | -17.3% | 0.05% | -18.6% |
| Q2 2020 | $744,000 | -56.9% | 12,614 | -64.6% | 0.06% | -64.0% |
| Q1 2020 | $1,726,000 | -48.9% | 35,630 | -23.6% | 0.16% | -46.4% |
| Q4 2019 | $3,379,000 | +7.8% | 46,634 | 0.0% | 0.31% | +4.1% |
| Q3 2019 | $3,134,000 | -0.6% | 46,634 | 0.0% | 0.29% | -9.3% |
| Q2 2019 | $3,154,000 | +1.4% | 46,634 | 0.0% | 0.32% | +2.2% |
| Q1 2019 | $3,109,000 | +13.8% | 46,634 | +2.4% | 0.32% | +7.8% |
| Q4 2018 | $2,731,000 | – | 45,535 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |