SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |