SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $390,000 | +117.9% | 4,071 | +113.1% | 0.03% | +100.0% |
| Q1 2021 | $179,000 | -31.7% | 1,910 | -42.1% | 0.02% | -34.8% |
| Q4 2020 | $262,000 | -65.5% | 3,299 | -73.6% | 0.02% | -68.5% |
| Q3 2020 | $760,000 | +94.4% | 12,502 | +88.9% | 0.07% | +78.0% |
| Q2 2020 | $391,000 | -11.7% | 6,618 | -27.6% | 0.04% | -26.8% |
| Q1 2020 | $443,000 | -51.8% | 9,141 | -27.9% | 0.06% | -37.8% |
| Q4 2019 | $919,000 | +231.8% | 12,686 | +208.1% | 0.09% | +221.4% |
| Q3 2019 | $277,000 | -0.4% | 4,117 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $278,000 | +1.5% | 4,117 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $274,000 | +0.4% | 4,117 | -9.4% | 0.03% | -35.6% |
| Q4 2018 | $273,000 | – | 4,545 | – | 0.04% | – |
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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% |