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 | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |