SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $420 | -99.9% | 5,112 | -25.9% | 0.01% | -68.6% |
| Q3 2022 | $522,000 | -33.7% | 6,899 | -29.8% | 0.04% | -39.7% |
| Q2 2022 | $787,000 | +249.8% | 9,832 | +309.8% | 0.06% | +383.3% |
| Q1 2022 | $225,000 | -7.8% | 2,399 | -2.3% | 0.01% | 0.0% |
| Q4 2021 | $244,000 | -45.8% | 2,455 | -48.3% | 0.01% | -52.0% |
| Q3 2021 | $450,000 | +82.9% | 4,749 | +88.8% | 0.02% | +78.6% |
| Q2 2021 | $246,000 | -37.4% | 2,516 | -61.0% | 0.01% | -50.0% |
| Q3 2020 | $393,000 | -44.2% | 6,456 | -45.9% | 0.03% | -46.2% |
| Q2 2020 | $704,000 | – | 11,934 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |