SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 90 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $139,490 | +2.2% | 1,660 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $136,469 | +8.3% | 1,660 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $126,000 | -16.6% | 1,660 | -11.9% | 0.01% | -14.3% |
| Q2 2022 | $151,000 | -14.2% | 1,884 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $176,000 | -52.9% | 1,884 | -50.0% | 0.01% | 0.0% |
| Q4 2021 | $374,000 | +110.1% | 3,768 | +100.0% | 0.01% | +40.0% |
| Q3 2021 | $178,000 | -3.3% | 1,884 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $184,000 | +4.0% | 1,884 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $177,000 | +12.0% | 1,884 | -5.0% | 0.01% | 0.0% |
| Q4 2020 | $158,000 | -1.2% | 1,984 | -24.7% | 0.01% | -16.7% |
| Q3 2020 | $160,000 | +4.6% | 2,634 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $153,000 | +19.5% | 2,634 | -0.3% | 0.01% | 0.0% |
| Q1 2020 | $128,000 | -46.2% | 2,641 | -25.0% | 0.01% | -53.8% |
| Q2 2019 | $238,000 | -7.8% | 3,521 | -6.6% | 0.01% | -7.1% |
| Q1 2019 | $258,000 | +12.7% | 3,771 | -1.2% | 0.01% | -6.7% |
| Q4 2018 | $229,000 | -22.6% | 3,816 | -2.8% | 0.02% | -6.2% |
| Q3 2018 | $296,000 | +4.2% | 3,924 | 0.0% | 0.02% | +6.7% |
| Q2 2018 | $284,000 | +8.8% | 3,924 | +100.0% | 0.02% | 0.0% |
| Q1 2018 | $261,000 | 0.0% | 1,962 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $261,000 | +2.4% | 1,962 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $255,000 | +4.1% | 1,962 | -1.3% | 0.02% | 0.0% |
| Q2 2017 | $245,000 | -3.2% | 1,987 | -4.8% | 0.02% | -6.2% |
| Q1 2017 | $253,000 | -1.6% | 2,087 | -1.9% | 0.02% | -5.9% |
| Q4 2016 | $257,000 | -5.9% | 2,127 | -13.3% | 0.02% | -5.6% |
| Q3 2016 | $273,000 | -5.9% | 2,452 | -11.7% | 0.02% | -10.0% |
| Q2 2016 | $290,000 | -7.6% | 2,778 | -10.4% | 0.02% | -4.8% |
| Q1 2016 | $314,000 | -0.9% | 3,100 | -3.1% | 0.02% | -4.5% |
| Q4 2015 | $317,000 | +1.6% | 3,200 | 0.0% | 0.02% | -4.3% |
| Q3 2015 | $312,000 | -12.6% | 3,200 | -2.7% | 0.02% | -4.2% |
| Q2 2015 | $357,000 | +6.2% | 3,290 | +6.4% | 0.02% | +9.1% |
| Q1 2015 | $336,000 | +63.9% | 3,092 | +57.9% | 0.02% | +57.1% |
| Q4 2014 | $205,000 | – | 1,958 | – | 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% |