SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 177 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $817,000 | -1.0% | 8,690 | -7.7% | 0.18% | +2.3% |
| Q4 2020 | $825,000 | +4.8% | 9,411 | -27.3% | 0.18% | -28.3% |
| Q3 2020 | $787,000 | -30.5% | 12,940 | -17.3% | 0.24% | +8.9% |
| Q4 2019 | $1,133,000 | +1.7% | 15,641 | -5.6% | 0.22% | -20.6% |
| Q3 2019 | $1,114,000 | -15.0% | 16,570 | -14.4% | 0.28% | +200.0% |
| Q2 2019 | $1,310,000 | +6.9% | 19,365 | +5.4% | 0.09% | -28.2% |
| Q1 2019 | $1,225,000 | -13.2% | 18,371 | +69.4% | 0.13% | -95.9% |
| Q3 2017 | $1,411,000 | – | 10,847 | – | 3.16% | – |
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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% |