SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $75,000 | -6.2% | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $80,000 | -14.9% | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $94,000 | -5.1% | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $99,000 | +5.3% | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $94,000 | -3.1% | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $97,000 | +4.3% | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $93,000 | -98.3% | 1 | -99.1% | 0.00% | -100.0% |
| Q1 2020 | $5,569,000 | +102.3% | 115 | +202.6% | 0.00% | +100.0% |
| Q4 2019 | $2,753,000 | +7.8% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,553,000 | -5.6% | 38 | -5.0% | 0.00% | 0.0% |
| Q2 2019 | $2,705,000 | +1.5% | 40 | -85.9% | 0.00% | 0.0% |
| Q1 2019 | $2,666,000 | -51.7% | 284 | +208.7% | 0.00% | -50.0% |
| Q4 2018 | $5,517,000 | – | 92 | – | 0.00% | – |
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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% |