SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 120 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $422,836 | +2.3% | 5,032 | +0.1% | 0.01% | -8.3% |
| Q4 2022 | $413,203 | +18.1% | 5,026 | +8.7% | 0.01% | +9.1% |
| Q3 2022 | $350,000 | -1.1% | 4,623 | +4.8% | 0.01% | -26.7% |
| Q2 2022 | $354,000 | -14.3% | 4,412 | +0.2% | 0.02% | +7.1% |
| Q1 2022 | $413,000 | -5.7% | 4,405 | +0.1% | 0.01% | +7.7% |
| Q4 2021 | $438,000 | +5.0% | 4,402 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $417,000 | -2.8% | 4,392 | +0.1% | 0.01% | -7.1% |
| Q2 2021 | $429,000 | +4.1% | 4,388 | +0.1% | 0.01% | -6.7% |
| Q1 2021 | $412,000 | +25.6% | 4,383 | +6.5% | 0.02% | -16.7% |
| Q4 2020 | $328,000 | -17.8% | 4,114 | -37.7% | 0.02% | -14.3% |
| Q3 2020 | $399,000 | +60.2% | 6,608 | +57.1% | 0.02% | +23.5% |
| Q2 2020 | $249,000 | +22.1% | 4,205 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $204,000 | -32.9% | 4,199 | +0.2% | 0.02% | -34.6% |
| Q4 2019 | $304,000 | +7.8% | 4,192 | +0.2% | 0.03% | -7.1% |
| Q3 2019 | $282,000 | -0.4% | 4,185 | +0.1% | 0.03% | -9.7% |
| Q2 2019 | $283,000 | -18.0% | 4,180 | -19.2% | 0.03% | -27.9% |
| Q1 2019 | $345,000 | +10.9% | 5,174 | +0.1% | 0.04% | -2.3% |
| Q4 2018 | $311,000 | +12.3% | 5,170 | +41.2% | 0.04% | +33.3% |
| Q3 2018 | $277,000 | -25.9% | 3,662 | -29.1% | 0.03% | -32.7% |
| Q2 2018 | $374,000 | +8.7% | 5,162 | +100.0% | 0.05% | +2.1% |
| Q1 2018 | $344,000 | -50.1% | 2,581 | -50.2% | 0.05% | -48.4% |
| Q4 2017 | $690,000 | +1.0% | 5,184 | -1.1% | 0.09% | -17.7% |
| Q3 2017 | $683,000 | +0.9% | 5,242 | -4.6% | 0.11% | -8.1% |
| Q2 2017 | $677,000 | +1.7% | 5,494 | +0.0% | 0.12% | -7.5% |
| Q1 2017 | $666,000 | +6.1% | 5,493 | +5.8% | 0.13% | +3.9% |
| Q4 2016 | $628,000 | +43.4% | 5,192 | -18.5% | 0.13% | +48.8% |
| Q3 2016 | $438,000 | +6.8% | 6,367 | +0.0% | 0.09% | +4.9% |
| Q2 2016 | $410,000 | +3.3% | 6,366 | +0.0% | 0.08% | -10.9% |
| Q1 2016 | $397,000 | -28.6% | 6,365 | +13.4% | 0.09% | -18.6% |
| Q4 2015 | $556,000 | +64.5% | 5,615 | +62.2% | 0.11% | +39.5% |
| Q3 2015 | $338,000 | -3.2% | 3,462 | +7.8% | 0.08% | -4.7% |
| Q1 2015 | $349,000 | +51.1% | 3,211 | +45.2% | 0.08% | +1600.0% |
| Q4 2014 | $231,000 | -44.7% | 2,211 | -48.1% | 0.01% | -92.2% |
| Q3 2014 | $418,000 | -99.8% | 4,262 | 0.0% | 0.06% | +20.8% |
| Q2 2014 | $224,277,000 | +94932.6% | 4,262 | +87.3% | 0.05% | -25.4% |
| Q1 2014 | $236,000 | +28.3% | 2,276 | +27.1% | 0.07% | +20.3% |
| Q4 2013 | $184,000 | +22.7% | 1,791 | +14.7% | 0.06% | +15.7% |
| Q3 2013 | $150,000 | – | 1,561 | – | 0.05% | – |
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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% |