SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $38,803 | +7.8% | 472 | – | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 0 | -100.0% | 0.01% | +7.7% |
| Q2 2022 | $38,000 | -13.6% | 472 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -2.2% | 472 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $45,000 | -2.2% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | -8.0% | 472 | -25.1% | 0.01% | -17.6% |
| Q4 2020 | $50,000 | +31.6% | 630 | 0.0% | 0.02% | +21.4% |
| Q3 2020 | $38,000 | +2.7% | 630 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $37,000 | +19.4% | 630 | 0.0% | 0.02% | +15.4% |
| Q1 2020 | $31,000 | -32.6% | 630 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $46,000 | +9.5% | 630 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $42,000 | -2.3% | 630 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $43,000 | +2.4% | 630 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $42,000 | +10.5% | 630 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $38,000 | -20.8% | 630 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $48,000 | +14.3% | 630 | +100.0% | 0.02% | +15.4% |
| Q1 2018 | $42,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $42,000 | +2.4% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $41,000 | +5.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $39,000 | +2.6% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $38,000 | 0.0% | 315 | 0.0% | 0.01% | -7.1% |
| Q4 2016 | $38,000 | +8.6% | 315 | 0.0% | 0.01% | +16.7% |
| Q3 2016 | $35,000 | +6.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $33,000 | +3.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $32,000 | +3.2% | 315 | 0.0% | 0.01% | +9.1% |
| Q4 2015 | $31,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $31,000 | – | 315 | – | 0.01% | – |
Download | ||||||
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% |