SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $481,831 | +109.4% | 5,734 | +104.9% | 0.00% | +100.0% |
| Q4 2022 | $230,109 | -6.8% | 2,799 | -9.3% | 0.00% | -50.0% |
| Q2 2022 | $247,000 | -13.0% | 3,085 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | +0.4% | 3,031 | +6.5% | 0.00% | 0.0% |
| Q4 2021 | $283,000 | +10.5% | 2,845 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +3.2% | 2,702 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $248,000 | +15.3% | 2,533 | +10.6% | 0.00% | 0.0% |
| Q1 2021 | $215,000 | +18.1% | 2,291 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $182,000 | +29.1% | 2,291 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $141,000 | -47.2% | 2,291 | -50.0% | 0.00% | -50.0% |
| Q2 2020 | $267,000 | +29.0% | 4,585 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $207,000 | -37.7% | 4,585 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $332,000 | +7.8% | 4,585 | 0.0% | 0.01% | -54.5% |
| Q3 2019 | $308,000 | -37.7% | 4,585 | -44.4% | 0.01% | -59.3% |
| Q4 2018 | $494,000 | – | 8,240 | – | 0.03% | – |
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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% |