SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $420,150 | +2.2% | 5,000 | 0.0% | 0.11% | +2.8% |
| Q4 2022 | $411,050 | +8.7% | 5,000 | 0.0% | 0.11% | -3.6% |
| Q3 2022 | $378,000 | -5.5% | 5,000 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $400,000 | -14.5% | 5,000 | 0.0% | 0.11% | -3.5% |
| Q1 2022 | $468,000 | -5.8% | 5,000 | 0.0% | 0.11% | -3.4% |
| Q4 2021 | $497,000 | +4.9% | 5,000 | 0.0% | 0.12% | -4.9% |
| Q3 2021 | $474,000 | -3.1% | 5,000 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $489,000 | +4.0% | 5,000 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $470,000 | +18.1% | 5,000 | 0.0% | 0.13% | +17.6% |
| Q4 2020 | $398,000 | +30.9% | 5,000 | 0.0% | 0.11% | +18.7% |
| Q3 2020 | $304,000 | +3.1% | 5,000 | 0.0% | 0.09% | -4.2% |
| Q2 2020 | $295,000 | +21.9% | 5,000 | 0.0% | 0.10% | +6.7% |
| Q1 2020 | $242,000 | – | 5,000 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |