SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |