SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 140 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $599,000 | -20.6% | 9,994 | 0.0% | 0.08% | -10.2% |
| Q3 2018 | $754,000 | +4.3% | 9,994 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $723,000 | +4.9% | 9,994 | +92.8% | 0.09% | +2.3% |
| Q1 2018 | $689,000 | 0.0% | 5,184 | 0.0% | 0.09% | -1.1% |
| Q4 2017 | $689,000 | +2.2% | 5,184 | 0.0% | 0.09% | -6.5% |
| Q3 2017 | $674,000 | +4.2% | 5,184 | -1.3% | 0.09% | -3.1% |
| Q2 2017 | $647,000 | +0.5% | 5,251 | -1.1% | 0.10% | -5.0% |
| Q1 2017 | $644,000 | +6.3% | 5,311 | -2.2% | 0.10% | -15.1% |
| Q3 2016 | $606,000 | -0.2% | 5,431 | -6.6% | 0.12% | -7.8% |
| Q2 2016 | $607,000 | +3.1% | 5,816 | 0.0% | 0.13% | -49.2% |
| Q1 2016 | $589,000 | +2.3% | 5,816 | 0.0% | 0.25% | +5.0% |
| Q4 2015 | $576,000 | +3.6% | 5,816 | +2.1% | 0.24% | -13.6% |
| Q3 2015 | $556,000 | -9.9% | 5,696 | 0.0% | 0.28% | +4.5% |
| Q2 2015 | $617,000 | +23.6% | 5,696 | +24.2% | 0.27% | +16.0% |
| Q1 2015 | $499,000 | – | 4,587 | – | 0.23% | – |
Download | ||||||
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% |