SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,697,164 | +2.1% | 67,799 | -0.1% | 1.27% | -3.1% |
| Q4 2022 | $5,581,232 | +8.6% | 67,890 | +0.0% | 1.31% | +2.2% |
| Q3 2022 | $5,137,000 | -5.4% | 67,873 | +0.1% | 1.28% | -1.5% |
| Q2 2022 | $5,431,000 | -14.1% | 67,817 | +0.4% | 1.30% | -1.5% |
| Q1 2022 | $6,322,000 | -5.7% | 67,537 | +0.1% | 1.32% | +0.4% |
| Q4 2021 | $6,704,000 | +5.5% | 67,441 | +0.5% | 1.32% | +1.0% |
| Q3 2021 | $6,357,000 | -3.8% | 67,100 | -0.7% | 1.30% | -4.5% |
| Q2 2021 | $6,605,000 | +4.1% | 67,578 | +0.1% | 1.37% | -0.6% |
| Q1 2021 | $6,345,000 | +17.5% | 67,515 | -0.6% | 1.37% | +4.6% |
| Q4 2020 | $5,400,000 | +28.5% | 67,892 | -1.6% | 1.31% | +6.9% |
| Q3 2020 | $4,201,000 | +3.2% | 69,008 | +0.1% | 1.23% | -4.5% |
| Q2 2020 | $4,069,000 | +22.4% | 68,937 | +0.4% | 1.29% | +2.6% |
| Q1 2020 | $3,325,000 | -32.9% | 68,660 | +0.5% | 1.25% | -16.3% |
| Q4 2019 | $4,952,000 | +4.7% | 68,350 | -2.9% | 1.50% | -7.6% |
| Q3 2019 | $4,729,000 | -2.4% | 70,364 | -1.8% | 1.62% | -5.8% |
| Q2 2019 | $4,846,000 | +0.4% | 71,659 | -1.0% | 1.72% | -1.7% |
| Q1 2019 | $4,825,000 | +11.4% | 72,376 | +0.2% | 1.75% | -1.6% |
| Q4 2018 | $4,330,000 | -20.8% | 72,206 | -0.3% | 1.78% | -3.9% |
| Q3 2018 | $5,468,000 | +4.7% | 72,454 | +0.3% | 1.85% | +1.5% |
| Q2 2018 | $5,221,000 | +8.0% | 72,219 | +98.6% | 1.82% | +5.3% |
| Q1 2018 | $4,836,000 | +1.0% | 36,366 | +1.0% | 1.73% | +0.4% |
| Q4 2017 | $4,790,000 | +5.6% | 36,016 | +3.3% | 1.72% | +1.4% |
| Q3 2017 | $4,538,000 | +4.1% | 34,882 | -1.5% | 1.70% | +0.9% |
| Q2 2017 | $4,359,000 | +4.0% | 35,396 | +2.4% | 1.68% | +1.6% |
| Q1 2017 | $4,191,000 | +3.6% | 34,551 | +3.1% | 1.66% | -0.2% |
| Q4 2016 | $4,047,000 | +14.3% | 33,496 | +5.5% | 1.66% | +13.0% |
| Q3 2016 | $3,540,000 | +9.1% | 31,735 | +2.2% | 1.47% | +4.5% |
| Q2 2016 | $3,245,000 | +1.7% | 31,065 | -1.5% | 1.41% | -0.6% |
| Q1 2016 | $3,192,000 | +1.4% | 31,533 | -0.9% | 1.42% | -0.9% |
| Q4 2015 | $3,149,000 | +4.0% | 31,810 | +2.5% | 1.43% | +0.8% |
| Q3 2015 | $3,027,000 | -11.3% | 31,035 | -1.4% | 1.42% | -7.8% |
| Q2 2015 | $3,412,000 | -0.3% | 31,479 | +0.0% | 1.54% | -3.0% |
| Q1 2015 | $3,421,000 | +6.3% | 31,476 | +2.2% | 1.59% | -2.2% |
| Q4 2014 | $3,219,000 | +12.5% | 30,795 | +5.7% | 1.62% | +6.1% |
| Q3 2014 | $2,862,000 | +25.7% | 29,128 | +34.6% | 1.53% | +24.3% |
| Q2 2014 | $2,276,000 | +60.2% | 21,643 | +58.2% | 1.23% | +50.6% |
| Q1 2014 | $1,421,000 | +46.6% | 13,683 | +44.9% | 0.82% | +38.3% |
| Q4 2013 | $969,000 | +34.4% | 9,441 | +25.5% | 0.59% | +25.5% |
| Q3 2013 | $721,000 | +61.7% | 7,522 | +46.6% | 0.47% | +53.6% |
| Q2 2013 | $446,000 | – | 5,132 | – | 0.31% | – |
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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% |