SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207,735 | -35.7% | 2,472 | -37.1% | 0.00% | -50.0% |
| Q4 2022 | $323,180 | +35.8% | 3,931 | +32.4% | 0.00% | +100.0% |
| Q2 2022 | $238,000 | -14.4% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | +5.7% | 2,970 | +12.1% | 0.00% | 0.0% |
| Q4 2021 | $263,000 | +5.6% | 2,650 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $249,000 | -3.1% | 2,633 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | +4.0% | 2,625 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | -19.3% | 2,625 | -31.9% | 0.00% | -50.0% |
| Q4 2020 | $306,000 | -70.8% | 3,852 | -77.6% | 0.00% | -71.4% |
| Q3 2020 | $1,048,000 | -1.6% | 17,219 | -4.6% | 0.01% | -12.5% |
| Q2 2020 | $1,065,000 | +118.2% | 18,045 | +79.2% | 0.01% | +100.0% |
| Q1 2020 | $488,000 | +134.6% | 10,068 | +250.3% | 0.00% | +300.0% |
| Q4 2019 | $208,000 | – | 2,874 | – | 0.00% | – |
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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% |