SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,952,772 | -0.5% | 47,040 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $3,974,434 | +8.6% | 48,345 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,659,000 | -8.9% | 48,345 | -3.6% | 0.00% | 0.0% |
| Q2 2022 | $4,016,000 | -15.8% | 50,145 | -1.5% | 0.00% | 0.0% |
| Q1 2022 | $4,767,000 | -28.2% | 50,921 | -23.8% | 0.00% | 0.0% |
| Q4 2021 | $6,642,000 | +5.7% | 66,816 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $6,285,000 | -3.1% | 66,338 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,484,000 | +4.0% | 66,339 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,234,000 | +18.1% | 66,338 | -0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,277,000 | +30.7% | 66,339 | -0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,039,000 | +0.9% | 66,341 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $4,004,000 | +49.4% | 67,840 | +22.6% | 0.00% | 0.0% |
| Q1 2020 | $2,680,000 | -31.3% | 55,340 | +2.8% | 0.00% | 0.0% |
| Q4 2019 | $3,900,000 | +7.4% | 53,833 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $3,632,000 | -2.4% | 54,033 | -1.8% | 0.00% | 0.0% |
| Q2 2019 | $3,722,000 | -9.1% | 55,033 | -10.4% | 0.00% | 0.0% |
| Q1 2019 | $4,093,000 | +3.9% | 61,395 | -6.5% | 0.00% | 0.0% |
| Q4 2018 | $3,939,000 | +18.4% | 65,690 | +49.1% | 0.00% | 0.0% |
| Q3 2018 | $3,326,000 | +0.7% | 44,065 | -3.5% | 0.00% | 0.0% |
| Q2 2018 | $3,302,000 | +11.7% | 45,666 | +105.4% | 0.00% | 0.0% |
| Q1 2018 | $2,957,000 | -1.3% | 22,234 | -1.3% | 0.00% | 0.0% |
| Q4 2017 | $2,997,000 | +4.0% | 22,538 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $2,882,000 | +5.6% | 22,161 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,729,000 | +5.6% | 22,161 | +4.0% | 0.00% | 0.0% |
| Q1 2017 | $2,585,000 | +0.4% | 21,310 | -0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,574,000 | +8.3% | 21,312 | +0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,377,000 | +9.7% | 21,310 | +2.7% | 0.00% | 0.0% |
| Q2 2016 | $2,167,000 | +7.9% | 20,747 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $2,009,000 | +3.1% | 19,841 | +0.8% | 0.00% | 0.0% |
| Q4 2015 | $1,949,000 | -3.2% | 19,691 | -4.6% | 0.00% | 0.0% |
| Q3 2015 | $2,014,000 | -10.0% | 20,641 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,238,000 | -2.3% | 20,641 | -2.0% | 0.00% | 0.0% |
| Q1 2015 | $2,291,000 | +4.0% | 21,072 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,202,000 | +5.6% | 21,072 | -0.8% | 0.00% | 0.0% |
| Q3 2014 | $2,086,000 | -53.5% | 21,232 | -50.2% | 0.00% | 0.0% |
| Q2 2014 | $4,484,000 | +101.0% | 42,656 | +98.6% | 0.00% | 0.0% |
| Q1 2014 | $2,231,000 | -8.3% | 21,483 | -9.4% | 0.00% | 0.0% |
| Q4 2013 | $2,434,000 | -42.6% | 23,702 | -46.4% | 0.00% | 0.0% |
| Q3 2013 | $4,238,000 | +123.9% | 44,218 | +102.8% | 0.00% | 0.0% |
| Q2 2013 | $1,893,000 | – | 21,803 | – | 0.00% | – |
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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% |