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 | $585,773 | +12.4% | 6,971 | +9.9% | 0.00% | +100.0% |
| Q4 2022 | $521,293 | +10.0% | 6,341 | +1.1% | 0.00% | -50.0% |
| Q3 2022 | $474,000 | -4.8% | 6,271 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $498,000 | -14.9% | 6,230 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $585,000 | -5.6% | 6,245 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $620,000 | +6.2% | 6,241 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $584,000 | -3.2% | 6,170 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $603,000 | +4.7% | 6,170 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $576,000 | +5.9% | 6,131 | -10.4% | 0.00% | 0.0% |
| Q4 2020 | $544,000 | +29.2% | 6,844 | -1.1% | 0.00% | 0.0% |
| Q3 2020 | $421,000 | +16.0% | 6,920 | +12.4% | 0.00% | 0.0% |
| Q2 2020 | $363,000 | – | 6,158 | – | 0.00% | – |
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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% |