SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $35,438,474 | -0.7% | 421,736 | -2.9% | 1.18% | -2.9% |
| Q4 2022 | $35,698,053 | -5.6% | 434,229 | -13.1% | 1.22% | -9.3% |
| Q3 2022 | $37,806,000 | -5.7% | 499,474 | -0.3% | 1.34% | -0.7% |
| Q2 2022 | $40,103,000 | -13.1% | 500,787 | +1.5% | 1.35% | +4.2% |
| Q1 2022 | $46,174,000 | -7.0% | 493,249 | -1.2% | 1.30% | +0.5% |
| Q4 2021 | $49,637,000 | +3.7% | 499,320 | -1.2% | 1.29% | -5.0% |
| Q3 2021 | $47,860,000 | -3.9% | 505,171 | -0.8% | 1.36% | -5.9% |
| Q2 2021 | $49,792,000 | +2.4% | 509,431 | -1.5% | 1.44% | -5.7% |
| Q1 2021 | $48,608,000 | +15.7% | 517,229 | -2.1% | 1.53% | +10.4% |
| Q4 2020 | $42,011,000 | +29.6% | 528,178 | -0.8% | 1.38% | +13.7% |
| Q3 2020 | $32,411,000 | +1.4% | 532,464 | -1.7% | 1.22% | -4.9% |
| Q2 2020 | $31,961,000 | +21.4% | 541,536 | -0.4% | 1.28% | -2.0% |
| Q1 2020 | $26,332,000 | – | 543,708 | – | 1.31% | – |
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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% |