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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $344,370 | +7.5% | 4,098 | +5.2% | 0.01% | 0.0% |
| Q4 2022 | $320,317 | +6.1% | 3,896 | -2.5% | 0.01% | -8.3% |
| Q3 2022 | $302,000 | -4.7% | 3,994 | +1.0% | 0.01% | +9.1% |
| Q2 2022 | $317,000 | -13.4% | 3,955 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $366,000 | -3.2% | 3,906 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $378,000 | +21.5% | 3,803 | +16.0% | 0.01% | +22.2% |
| Q3 2021 | $311,000 | -21.1% | 3,278 | -18.8% | 0.01% | -25.0% |
| Q2 2021 | $394,000 | +10.4% | 4,035 | +6.3% | 0.01% | +9.1% |
| Q1 2021 | $357,000 | +29.3% | 3,796 | +9.3% | 0.01% | +22.2% |
| Q4 2020 | $276,000 | +17.9% | 3,472 | -9.6% | 0.01% | 0.0% |
| Q3 2020 | $234,000 | +0.9% | 3,842 | -2.1% | 0.01% | -10.0% |
| Q2 2020 | $232,000 | -5.7% | 3,924 | -22.6% | 0.01% | -33.3% |
| Q1 2020 | $246,000 | -45.8% | 5,069 | -19.1% | 0.02% | -21.1% |
| Q4 2019 | $454,000 | +10.2% | 6,266 | +2.3% | 0.02% | -5.0% |
| Q3 2019 | $412,000 | +24.1% | 6,128 | +24.9% | 0.02% | +17.6% |
| Q2 2019 | $332,000 | +0.9% | 4,908 | -0.6% | 0.02% | -10.5% |
| Q1 2019 | $329,000 | -11.8% | 4,939 | -20.7% | 0.02% | -29.6% |
| Q4 2018 | $373,000 | -31.2% | 6,227 | -13.2% | 0.03% | -15.6% |
| Q3 2018 | $542,000 | +7.1% | 7,178 | +2.6% | 0.03% | -5.9% |
| Q2 2018 | $506,000 | +48.0% | 6,993 | +171.8% | 0.03% | +36.0% |
| Q1 2018 | $342,000 | -6.0% | 2,573 | -5.9% | 0.02% | -10.7% |
| Q4 2017 | $364,000 | +28.2% | 2,734 | +25.4% | 0.03% | +21.7% |
| Q3 2017 | $284,000 | +9.2% | 2,181 | +3.2% | 0.02% | -4.2% |
| Q2 2017 | $260,000 | – | 2,113 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |