SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $144,196 | +2.2% | 1,716 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $141,072 | +9.4% | 1,716 | +0.9% | 0.03% | +6.5% |
| Q3 2022 | $129,000 | -5.1% | 1,701 | 0.0% | 0.03% | +3.3% |
| Q2 2022 | $136,000 | -14.5% | 1,701 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $159,000 | -5.9% | 1,701 | 0.0% | 0.03% | +7.1% |
| Q4 2021 | $169,000 | +5.0% | 1,701 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $161,000 | -3.0% | 1,701 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $166,000 | +4.4% | 1,701 | +0.4% | 0.03% | -3.1% |
| Q1 2021 | $159,000 | +25.2% | 1,695 | +6.3% | 0.03% | +23.1% |
| Q4 2020 | $127,000 | -19.6% | 1,595 | -38.5% | 0.03% | -23.5% |
| Q3 2020 | $158,000 | -0.6% | 2,595 | -3.7% | 0.03% | -12.8% |
| Q2 2020 | $159,000 | -47.7% | 2,695 | -57.1% | 0.04% | -57.6% |
| Q1 2020 | $304,000 | -25.1% | 6,280 | +12.1% | 0.09% | -10.7% |
| Q4 2019 | $406,000 | +8.0% | 5,600 | 0.0% | 0.10% | 0.0% |
| Q3 2019 | $376,000 | -3.3% | 5,600 | -2.6% | 0.10% | -2.8% |
| Q2 2019 | $389,000 | +1.6% | 5,750 | 0.0% | 0.11% | -4.5% |
| Q1 2019 | $383,000 | +11.0% | 5,750 | 0.0% | 0.11% | -4.3% |
| Q4 2018 | $345,000 | -3.6% | 5,750 | +21.1% | 0.12% | +23.4% |
| Q3 2018 | $358,000 | +4.4% | 4,750 | 0.0% | 0.09% | -2.1% |
| Q2 2018 | $343,000 | +8.5% | 4,750 | +100.0% | 0.10% | +7.9% |
| Q1 2018 | $316,000 | 0.0% | 2,375 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $316,000 | +280.7% | 2,375 | +271.1% | 0.09% | +252.0% |
| Q3 2017 | $83,000 | +84.4% | 640 | +75.3% | 0.02% | +78.6% |
| Q2 2017 | $45,000 | +462.5% | 365 | +461.5% | 0.01% | +366.7% |
| Q1 2017 | $8,000 | – | 65 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |