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 | $165,233 | +2.1% | 1,966 | -0.2% | 0.01% | +16.7% |
| Q4 2022 | $161,870 | +8.6% | 1,969 | -0.6% | 0.01% | -14.3% |
| Q3 2022 | $149,000 | +964.3% | 1,981 | +994.5% | 0.01% | +600.0% |
| Q2 2022 | $14,000 | -12.5% | 181 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -5.9% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 181 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +14.3% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 181 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -38.5% | 181 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | +8.3% | 181 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -65.7% | 181 | -65.5% | 0.00% | -50.0% |
| Q2 2019 | $35,000 | +191.7% | 524 | +189.5% | 0.00% | +100.0% |
| Q1 2019 | $12,000 | +20.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -23.1% | 181 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | +8.3% | 181 | +101.1% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -93.5% | 90 | 0.0% | 0.00% | -87.5% |
| Q4 2017 | $185,000 | +1581.8% | 90 | 0.0% | 0.01% | +700.0% |
| Q3 2017 | $11,000 | – | 90 | – | 0.00% | – |
Download | ||||||
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% |