SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,806 | +2.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,442 | +9.6% | 200 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $19,000 | -5.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | -5.0% | 200 | 0.0% | 0.01% | +33.3% |
| Q2 2021 | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 228,363 | $13,478,000 | 6.00% |
| Affinity Capital Advisors, LLC | 97,560 | $5,758,000 | 3.76% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,234 | $8,454,000 | 2.62% |
| RVW Wealth, LLC | 242,304 | $14,301,000 | 2.61% |
| Hoover Financial Advisors, Inc. | 73,216 | $4,321,000 | 1.66% |
| OneDigital Investment Advisors LLC | 328,737 | $19,402,000 | 1.40% |
| Indie Asset Partners, LLC | 16,899 | $1,106,000 | 1.39% |
| Asset Management Group, Inc. | 68,937 | $4,069,000 | 1.29% |
| Crestwood Advisors Group, LLC | 541,536 | $31,961,000 | 1.28% |
| Ironwood Wealth Management, LLC. | 28,979 | $1,710,000 | 1.27% |