SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,984,907 | -48.8% | 35,522 | -49.9% | 0.00% | -55.6% |
| Q4 2022 | $5,826,376 | +136.9% | 70,871 | +118.1% | 0.01% | +125.0% |
| Q3 2022 | $2,459,000 | +26.7% | 32,488 | +34.0% | 0.00% | +33.3% |
| Q2 2022 | $1,941,000 | +14.6% | 24,238 | +33.9% | 0.00% | 0.0% |
| Q1 2022 | $1,694,000 | +27.0% | 18,096 | +34.9% | 0.00% | +50.0% |
| Q4 2021 | $1,334,000 | +33.3% | 13,418 | +27.0% | 0.00% | 0.0% |
| Q3 2021 | $1,001,000 | +23.9% | 10,564 | +27.8% | 0.00% | 0.0% |
| Q2 2021 | $808,000 | +19.7% | 8,264 | +15.1% | 0.00% | +100.0% |
| Q1 2021 | $675,000 | +62.3% | 7,178 | +37.1% | 0.00% | 0.0% |
| Q4 2020 | $416,000 | +38.7% | 5,236 | +6.4% | 0.00% | 0.0% |
| Q3 2020 | $300,000 | +0.3% | 4,922 | -2.8% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | -28.1% | 5,062 | -41.1% | 0.00% | -50.0% |
| Q1 2020 | $416,000 | +161.6% | 8,596 | +292.5% | 0.00% | +100.0% |
| Q4 2019 | $159,000 | -15.9% | 2,190 | -22.2% | 0.00% | 0.0% |
| Q3 2019 | $189,000 | -28.1% | 2,815 | -27.6% | 0.00% | 0.0% |
| Q2 2019 | $263,000 | +1.5% | 3,890 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $259,000 | +22.2% | 3,890 | +10.0% | 0.00% | 0.0% |
| Q4 2018 | $212,000 | +21100.0% | 3,536 | +20700.0% | 0.00% | – |
| Q3 2018 | $1,000 | -90.0% | 17 | -79.5% | 0.00% | – |
| Q2 2017 | $10,000 | -65.5% | 83 | -69.5% | 0.00% | – |
| Q2 2016 | $29,000 | +93.3% | 272 | +85.0% | 0.00% | – |
| Q1 2016 | $15,000 | +200.0% | 147 | +194.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 50 | – | 0.00% | – |
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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% |