SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |