SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $368 | +2.2% | 4,391 | 0.0% | 0.05% | -8.5% |
| Q4 2022 | $360 | -99.9% | 4,391 | +6.0% | 0.06% | -1.7% |
| Q3 2022 | $313,000 | -5.4% | 4,141 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $331,000 | -14.5% | 4,141 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $387,000 | -5.8% | 4,141 | 0.0% | 0.06% | -26.7% |
| Q4 2021 | $411,000 | +4.8% | 4,141 | 0.0% | 0.09% | -9.5% |
| Q3 2021 | $392,000 | -3.2% | 4,141 | 0.0% | 0.10% | -5.9% |
| Q2 2021 | $405,000 | +4.1% | 4,141 | 0.0% | 0.10% | -6.5% |
| Q1 2021 | $389,000 | +18.2% | 4,141 | 0.0% | 0.11% | +5.9% |
| Q4 2020 | $329,000 | +30.6% | 4,141 | 0.0% | 0.10% | +7.4% |
| Q3 2020 | $252,000 | +0.4% | 4,141 | -2.5% | 0.10% | -8.7% |
| Q2 2020 | $251,000 | +13.1% | 4,248 | -7.3% | 0.10% | +31.6% |
| Q1 2020 | $222,000 | -33.1% | 4,582 | 0.0% | 0.08% | -28.8% |
| Q4 2019 | $332,000 | +7.8% | 4,582 | +0.0% | 0.11% | -5.1% |
| Q3 2019 | $308,000 | -18.1% | 4,581 | -18.8% | 0.12% | -24.5% |
| Q1 2019 | $376,000 | – | 5,640 | – | 0.16% | – |
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% |