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 | $967,186 | +2.2% | 11,510 | 0.0% | 0.04% | -6.7% |
| Q4 2022 | $946,237 | +8.6% | 11,510 | 0.0% | 0.04% | -2.2% |
| Q3 2022 | $871,000 | -7.9% | 11,510 | -2.5% | 0.05% | -8.0% |
| Q2 2022 | $946,000 | -14.5% | 11,810 | 0.0% | 0.05% | -9.1% |
| Q1 2022 | $1,106,000 | -5.8% | 11,810 | 0.0% | 0.06% | -6.8% |
| Q4 2021 | $1,174,000 | +4.9% | 11,810 | 0.0% | 0.06% | -7.8% |
| Q3 2021 | $1,119,000 | -3.0% | 11,810 | 0.0% | 0.06% | -8.6% |
| Q2 2021 | $1,154,000 | +4.0% | 11,810 | 0.0% | 0.07% | -21.3% |
| Q1 2021 | $1,110,000 | +68.2% | 11,810 | +42.3% | 0.09% | +78.0% |
| Q4 2020 | $660,000 | +30.7% | 8,300 | 0.0% | 0.05% | +16.3% |
| Q3 2020 | $505,000 | +3.1% | 8,300 | 0.0% | 0.04% | -6.5% |
| Q2 2020 | $490,000 | – | 8,300 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |