SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |