SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $421,411 | +2.2% | 5,015 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $412,285 | +8.8% | 5,015 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $379,000 | -5.5% | 5,015 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $401,000 | -31.3% | 5,015 | -19.6% | 0.01% | -22.2% |
| Q1 2022 | $584,000 | -5.8% | 6,240 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $620,000 | +4.7% | 6,240 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $592,000 | -3.0% | 6,240 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $610,000 | +3.9% | 6,240 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $587,000 | +21.5% | 6,240 | +2.7% | 0.01% | +22.2% |
| Q4 2020 | $483,000 | +30.5% | 6,075 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $370,000 | +3.1% | 6,075 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $359,000 | +22.1% | 6,075 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $294,000 | -33.2% | 6,075 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $440,000 | +16.4% | 6,075 | +8.0% | 0.01% | +11.1% |
| Q3 2019 | $378,000 | -0.5% | 5,625 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $380,000 | +1.3% | 5,625 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $375,000 | +20.2% | 5,625 | +8.2% | 0.01% | 0.0% |
| Q4 2018 | $312,000 | -20.4% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $392,000 | +4.3% | 5,200 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $376,000 | +8.7% | 5,200 | +100.0% | 0.01% | +11.1% |
| Q1 2018 | $346,000 | 0.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $346,000 | +2.4% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $338,000 | +11.9% | 2,600 | +6.1% | 0.01% | +12.5% |
| Q2 2017 | $302,000 | +1.7% | 2,450 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $297,000 | +0.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $296,000 | +8.4% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $273,000 | +6.6% | 2,450 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $256,000 | – | 2,450 | – | 0.01% | – |
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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% |