SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,077,998 | +14.6% | 24,729 | +12.1% | 0.02% | +4.2% |
| Q4 2022 | $1,813,885 | +13.2% | 22,064 | +4.2% | 0.02% | -4.0% |
| Q3 2022 | $1,603,000 | -50.9% | 21,174 | -48.1% | 0.02% | -49.0% |
| Q2 2022 | $3,266,000 | +81.8% | 40,788 | +112.7% | 0.05% | +96.0% |
| Q1 2022 | $1,796,000 | -14.4% | 19,175 | -9.1% | 0.02% | -21.9% |
| Q4 2021 | $2,098,000 | +15.5% | 21,101 | +10.1% | 0.03% | +6.7% |
| Q3 2021 | $1,817,000 | -21.5% | 19,164 | -19.1% | 0.03% | -28.6% |
| Q2 2021 | $2,314,000 | +1.0% | 23,695 | -2.9% | 0.04% | -14.3% |
| Q1 2021 | $2,292,000 | +3.0% | 24,392 | -12.9% | 0.05% | -7.5% |
| Q4 2020 | $2,226,000 | -80.1% | 28,007 | -84.8% | 0.05% | -70.6% |
| Q3 2020 | $11,214,000 | +11.5% | 184,222 | +8.2% | 0.18% | -37.9% |
| Q2 2020 | $10,059,000 | +28.9% | 170,271 | +5.6% | 0.29% | +24.5% |
| Q1 2020 | $7,806,000 | -33.3% | 161,177 | -0.4% | 0.23% | -14.0% |
| Q4 2019 | $11,706,000 | – | 161,778 | – | 0.27% | – |
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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% |