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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $240,000 | -8.4% | 2,408 | -11.6% | 0.03% | -15.6% |
| Q3 2021 | $262,000 | -1.5% | 2,723 | -0.4% | 0.03% | -8.6% |
| Q2 2021 | $266,000 | -10.4% | 2,734 | -13.9% | 0.04% | +191.7% |
| Q1 2021 | $297,000 | +10.4% | 3,175 | -6.4% | 0.01% | 0.0% |
| Q4 2020 | $269,000 | +7.6% | 3,392 | -2.0% | 0.01% | 0.0% |
| Q4 2019 | $250,000 | +23.8% | 3,462 | +15.3% | 0.01% | +9.1% |
| Q3 2019 | $202,000 | -1.5% | 3,003 | -2.0% | 0.01% | 0.0% |
| Q2 2019 | $205,000 | -1.0% | 3,065 | -1.5% | 0.01% | -8.3% |
| Q1 2019 | $207,000 | -12.7% | 3,111 | -1.2% | 0.01% | -14.3% |
| Q3 2018 | $237,000 | +6.8% | 3,150 | +2.8% | 0.01% | 0.0% |
| Q2 2018 | $222,000 | -2.2% | 3,065 | +66.3% | 0.01% | -12.5% |
| Q2 2017 | $227,000 | -8.1% | 1,843 | -10.4% | 0.02% | -15.8% |
| Q1 2017 | $247,000 | – | 2,056 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |