SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,635,980 | -5.0% | 19,469 | -7.1% | 0.32% | -9.0% |
| Q4 2022 | $1,722,382 | +1.7% | 20,951 | -6.3% | 0.35% | -12.4% |
| Q3 2022 | $1,693,000 | -8.7% | 22,359 | -3.4% | 0.40% | -5.7% |
| Q2 2022 | $1,854,000 | -15.7% | 23,147 | -1.5% | 0.42% | -0.9% |
| Q1 2022 | $2,200,000 | -8.1% | 23,508 | -2.4% | 0.42% | -10.2% |
| Q4 2021 | $2,395,000 | -0.6% | 24,096 | -5.3% | 0.47% | -14.2% |
| Q3 2021 | $2,410,000 | -4.3% | 25,442 | -1.2% | 0.55% | -3.9% |
| Q2 2021 | $2,518,000 | +0.6% | 25,760 | -3.3% | 0.57% | -3.4% |
| Q1 2021 | $2,503,000 | +2.5% | 26,632 | -13.3% | 0.59% | -5.6% |
| Q4 2020 | $2,443,000 | -23.7% | 30,715 | -41.6% | 0.63% | -24.4% |
| Q3 2020 | $3,200,000 | -1.8% | 52,568 | -4.8% | 0.83% | -6.8% |
| Q2 2020 | $3,259,000 | – | 55,218 | – | 0.89% | – |
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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% |