SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 170 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,602,956 | +3.8% | 19,076 | +1.5% | 0.03% | -3.7% |
| Q4 2022 | $1,544,479 | +14.3% | 18,787 | +5.3% | 0.03% | +3.8% |
| Q3 2022 | $1,351,000 | -4.3% | 17,846 | +1.2% | 0.03% | -3.7% |
| Q2 2022 | $1,412,000 | -17.5% | 17,631 | -3.6% | 0.03% | -3.6% |
| Q1 2022 | $1,712,000 | -19.4% | 18,288 | -14.4% | 0.03% | -15.2% |
| Q4 2021 | $2,123,000 | +60.2% | 21,357 | +52.7% | 0.03% | +43.5% |
| Q3 2021 | $1,325,000 | +33.8% | 13,982 | +38.0% | 0.02% | +35.3% |
| Q2 2021 | $990,000 | +24.8% | 10,133 | +20.0% | 0.02% | 0.0% |
| Q1 2021 | $793,000 | +17.8% | 8,442 | -0.2% | 0.02% | +13.3% |
| Q4 2020 | $673,000 | +30.2% | 8,459 | -0.4% | 0.02% | +15.4% |
| Q3 2020 | $517,000 | +10.2% | 8,489 | +6.8% | 0.01% | 0.0% |
| Q2 2020 | $469,000 | -16.8% | 7,946 | -31.8% | 0.01% | -35.0% |
| Q1 2020 | $564,000 | -36.9% | 11,644 | -5.6% | 0.02% | -23.1% |
| Q4 2019 | $894,000 | – | 12,339 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |