SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,865 | +98935.7% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14 | -99.9% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -6.2% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -83.8% | 165 | -86.7% | 0.00% | -80.0% |
| Q4 2020 | $99,000 | +32.0% | 1,240 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $75,000 | +581.8% | 1,240 | +443.9% | 0.00% | +300.0% |
| Q1 2020 | $11,000 | -62.1% | 228 | -43.6% | 0.00% | -50.0% |
| Q4 2019 | $29,000 | – | 404 | – | 0.00% | – |
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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% |