SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,632,971 | +2.3% | 19,433 | +0.1% | 0.12% | -5.7% |
| Q4 2022 | $1,596,103 | +8.3% | 19,414 | -0.3% | 0.12% | 0.0% |
| Q3 2022 | $1,474,000 | -10.4% | 19,480 | -5.3% | 0.12% | -6.1% |
| Q2 2022 | $1,646,000 | -10.4% | 20,560 | +4.7% | 0.13% | +6.5% |
| Q1 2022 | $1,838,000 | -3.2% | 19,633 | +2.8% | 0.12% | -0.8% |
| Q4 2021 | $1,898,000 | +4.3% | 19,089 | +2.5% | 0.12% | -13.3% |
| Q2 2021 | $1,820,000 | +3.9% | 18,624 | -0.1% | 0.14% | -15.4% |
| Q1 2021 | $1,752,000 | +17.3% | 18,640 | -0.7% | 0.17% | +9.0% |
| Q4 2020 | $1,494,000 | +11.0% | 18,778 | -17.6% | 0.16% | -23.3% |
| Q2 2020 | $1,346,000 | -35.1% | 22,801 | -20.3% | 0.20% | -22.6% |
| Q4 2019 | $2,073,000 | – | 28,615 | – | 0.26% | – |
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% |