SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |