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 | $448,543 | +5.8% | 5,338 | +3.5% | 0.17% | +5.5% |
| Q4 2022 | $423,948 | +17.8% | 5,157 | +8.4% | 0.16% | +10.0% |
| Q3 2022 | $360,000 | -5.5% | 4,757 | +0.0% | 0.15% | +0.7% |
| Q2 2022 | $381,000 | -12.8% | 4,756 | +1.8% | 0.15% | +10.4% |
| Q1 2022 | $437,000 | -2.7% | 4,671 | +3.4% | 0.14% | +1.5% |
| Q4 2021 | $449,000 | +6.9% | 4,519 | +2.0% | 0.13% | +3.1% |
| Q3 2021 | $420,000 | -0.5% | 4,429 | 0.0% | 0.13% | +2.4% |
| Q2 2021 | $422,000 | – | 4,429 | – | 0.13% | – |
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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% |