SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. 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% | – |
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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% |