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 | $368,387 | +4.4% | 4,384 | +2.1% | 0.04% | 0.0% |
| Q4 2022 | $353,009 | +6.6% | 4,294 | -1.8% | 0.04% | +2.6% |
| Q3 2022 | $331,000 | -7.5% | 4,372 | -2.1% | 0.04% | -2.5% |
| Q2 2022 | $358,000 | -14.6% | 4,468 | -0.2% | 0.04% | -4.8% |
| Q1 2022 | $419,000 | -6.3% | 4,478 | -0.4% | 0.04% | -2.3% |
| Q4 2021 | $447,000 | +2.1% | 4,496 | -2.8% | 0.04% | -4.4% |
| Q3 2021 | $438,000 | -20.4% | 4,626 | -17.7% | 0.04% | -21.1% |
| Q2 2021 | $550,000 | -1.4% | 5,623 | -5.3% | 0.06% | -6.6% |
| Q1 2021 | $558,000 | +18.2% | 5,940 | 0.0% | 0.06% | +15.1% |
| Q4 2020 | $472,000 | +15.1% | 5,940 | -11.8% | 0.05% | +1.9% |
| Q3 2020 | $410,000 | +2.5% | 6,732 | -0.7% | 0.05% | -5.5% |
| Q2 2020 | $400,000 | -2.2% | 6,782 | -19.7% | 0.06% | -14.1% |
| Q1 2020 | $409,000 | – | 8,445 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |