SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 153 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $60,080 | +2.2% | 715 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $58,779 | +8.8% | 715 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $54,000 | -5.3% | 715 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $57,000 | -14.9% | 715 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $67,000 | -5.6% | 715 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $71,000 | +29.1% | 715 | +22.2% | 0.00% | +50.0% |
| Q3 2021 | $55,000 | +34.1% | 585 | +39.3% | 0.00% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 420 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +18.2% | 420 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +26.9% | 420 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $26,000 | -42.2% | 420 | -45.5% | 0.00% | -66.7% |
| Q2 2020 | $45,000 | +4.7% | 770 | -13.6% | 0.00% | 0.0% |
| Q1 2020 | $43,000 | -27.1% | 891 | +8.7% | 0.00% | -25.0% |
| Q4 2019 | $59,000 | +7.3% | 820 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $55,000 | 0.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $55,000 | 0.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $55,000 | +12.2% | 820 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $49,000 | -21.0% | 820 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $62,000 | +5.1% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $59,000 | +1.7% | 820 | +88.5% | 0.01% | 0.0% |
| Q1 2018 | $58,000 | -47.3% | 435 | -47.3% | 0.01% | -44.4% |
| Q4 2017 | $110,000 | +2.8% | 825 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $107,000 | +20.2% | 825 | +13.8% | 0.01% | +11.1% |
| Q2 2017 | $89,000 | +97.8% | 725 | +93.3% | 0.01% | +125.0% |
| Q1 2017 | $45,000 | +114.3% | 375 | +114.3% | 0.00% | +100.0% |
| Q4 2016 | $21,000 | +5.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $20,000 | -44.4% | 175 | -49.1% | 0.00% | -50.0% |
| Q2 2016 | $36,000 | +2.9% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | -35.2% | 344 | -36.8% | 0.00% | -33.3% |
| Q4 2015 | $54,000 | +1.9% | 544 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $53,000 | -14.5% | 544 | -5.6% | 0.01% | -14.3% |
| Q2 2015 | $62,000 | -1.6% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $63,000 | +34.0% | 576 | +28.3% | 0.01% | +40.0% |
| Q4 2014 | $47,000 | +6.8% | 449 | -0.2% | 0.01% | 0.0% |
| Q3 2014 | $44,000 | -6.4% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $47,000 | 0.0% | 450 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $47,000 | +2.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $46,000 | +7.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $43,000 | +10.3% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $39,000 | – | 450 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |