SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,781 | -99.9% | 33,101 | +20.8% | 0.05% | +20.0% |
| Q4 2022 | $2,252,000 | -99.9% | 27,391 | +11.5% | 0.04% | +8.1% |
| Q3 2022 | $1,860,000,000 | +89237.2% | 24,574 | -5.5% | 0.04% | -7.5% |
| Q2 2022 | $2,082,000 | +7.7% | 26,001 | +25.9% | 0.04% | +17.6% |
| Q1 2022 | $1,933,000 | – | 20,653 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |