SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,943,193 | +1.2% | 23,125 | -1.0% | 0.17% | -4.6% |
| Q4 2022 | $1,921,001 | +10.7% | 23,367 | +1.9% | 0.17% | +5.5% |
| Q3 2022 | $1,736,000 | -4.7% | 22,936 | +0.9% | 0.16% | +1.2% |
| Q2 2022 | $1,821,000 | -13.0% | 22,735 | +1.6% | 0.16% | 0.0% |
| Q1 2022 | $2,094,000 | -6.0% | 22,371 | -0.2% | 0.16% | -2.4% |
| Q4 2021 | $2,227,000 | +5.9% | 22,407 | +1.0% | 0.17% | -1.8% |
| Q3 2021 | $2,102,000 | +2.8% | 22,191 | +6.1% | 0.17% | -1.2% |
| Q2 2021 | $2,044,000 | +14.3% | 20,915 | +9.9% | 0.17% | +6.8% |
| Q1 2021 | $1,789,000 | +28.0% | 19,037 | +8.3% | 0.16% | +22.0% |
| Q4 2020 | $1,398,000 | +30.7% | 17,571 | 0.0% | 0.13% | +18.9% |
| Q3 2020 | $1,070,000 | -2.3% | 17,571 | -5.3% | 0.11% | -8.3% |
| Q2 2020 | $1,095,000 | +12.9% | 18,551 | -7.4% | 0.12% | -4.0% |
| Q1 2020 | $970,000 | -28.8% | 20,026 | +6.4% | 0.13% | -11.9% |
| Q4 2019 | $1,363,000 | +13.7% | 18,814 | +5.5% | 0.14% | +6.7% |
| Q3 2019 | $1,199,000 | -0.2% | 17,834 | +0.4% | 0.13% | -2.2% |
| Q2 2019 | $1,202,000 | +11.5% | 17,769 | +9.9% | 0.14% | +7.0% |
| Q1 2019 | $1,078,000 | +41.5% | 16,164 | +27.3% | 0.13% | +30.6% |
| Q4 2018 | $762,000 | +45.7% | 12,699 | +83.4% | 0.10% | +66.1% |
| Q3 2018 | $523,000 | +3.4% | 6,924 | -1.0% | 0.06% | -1.7% |
| Q2 2018 | $506,000 | -51.0% | 6,994 | -9.9% | 0.06% | -50.4% |
| Q1 2018 | $1,033,000 | +1.4% | 7,764 | +1.3% | 0.12% | +1.7% |
| Q4 2017 | $1,019,000 | +3.1% | 7,663 | +0.9% | 0.12% | -0.8% |
| Q3 2017 | $988,000 | +8.5% | 7,595 | +2.7% | 0.12% | +4.3% |
| Q2 2017 | $911,000 | +7.7% | 7,398 | +6.1% | 0.12% | +5.5% |
| Q1 2017 | $846,000 | -2.1% | 6,974 | -2.4% | 0.11% | -6.8% |
| Q4 2016 | $864,000 | -1.3% | 7,146 | -8.9% | 0.12% | -1.7% |
| Q3 2016 | $875,000 | -14.2% | 7,841 | -19.7% | 0.12% | -19.6% |
| Q2 2016 | $1,020,000 | -54.7% | 9,762 | -56.1% | 0.15% | -56.5% |
| Q1 2016 | $2,252,000 | -53.7% | 22,250 | -54.7% | 0.34% | -54.0% |
| Q4 2015 | $4,863,000 | -33.5% | 49,118 | -34.5% | 0.74% | -36.0% |
| Q3 2015 | $7,309,000 | -33.7% | 74,934 | -26.4% | 1.16% | -30.5% |
| Q2 2015 | $11,030,000 | -7.6% | 101,754 | -7.3% | 1.66% | -5.1% |
| Q1 2015 | $11,936,000 | +1403.3% | 109,802 | +1345.9% | 1.75% | +1409.5% |
| Q4 2014 | $794,000 | +81.7% | 7,594 | +70.9% | 0.12% | +73.1% |
| Q3 2014 | $437,000 | -54.6% | 4,444 | -51.4% | 0.07% | -10.7% |
| Q2 2014 | $962,000 | -68.5% | 9,150 | -68.9% | 0.08% | -85.9% |
| Q1 2014 | $3,054,000 | +85.5% | 29,413 | +83.5% | 0.53% | +77.1% |
| Q4 2013 | $1,646,000 | +0.9% | 16,032 | -5.8% | 0.30% | -12.8% |
| Q3 2013 | $1,631,000 | -6.4% | 17,017 | -15.3% | 0.34% | -15.9% |
| Q2 2013 | $1,743,000 | – | 20,080 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |