SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $148,313 | -55.4% | 1,765 | -56.4% | 0.00% | 0.0% |
| Q4 2022 | $332,539 | +12.7% | 4,045 | +3.9% | 0.00% | 0.0% |
| Q3 2022 | $295,000 | +7275.0% | 3,894 | +8365.2% | 0.00% | – |
| Q2 2022 | $4,000 | -94.9% | 46 | -94.5% | 0.00% | – |
| Q1 2022 | $79,000 | +558.3% | 841 | +572.8% | 0.00% | – |
| Q4 2021 | $12,000 | -7.7% | 125 | -10.1% | 0.00% | – |
| Q3 2021 | $13,000 | -38.1% | 139 | -36.5% | 0.00% | – |
| Q2 2021 | $21,000 | -61.8% | 219 | -62.6% | 0.00% | – |
| Q1 2021 | $55,000 | +511.1% | 585 | +277.4% | 0.00% | – |
| Q3 2020 | $9,000 | +800.0% | 155 | +933.3% | 0.00% | – |
| Q4 2018 | $1,000 | -100.0% | 15 | -100.0% | 0.00% | -100.0% |
| Q1 2017 | $91,712,000 | +1018922.2% | 756,076 | +868952.9% | 1.20% | – |
| Q2 2015 | $9,000 | +800.0% | 87 | +1142.9% | 0.00% | – |
| Q4 2013 | $1,000 | -100.0% | 7 | -100.0% | 0.00% | -100.0% |
| Q3 2013 | $17,101,000 | – | 178,435 | – | 0.43% | – |
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% |