SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 41 filers reported holding SPDR SER TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $248,000 | +6.4% | 3,425 | -1.2% | 0.01% | 0.0% |
| Q3 2019 | $233,000 | -2.5% | 3,468 | -1.7% | 0.01% | 0.0% |
| Q2 2019 | $239,000 | -15.8% | 3,527 | -17.3% | 0.01% | -20.0% |
| Q1 2019 | $284,000 | +10.9% | 4,265 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $256,000 | -16.9% | 4,265 | +4.9% | 0.01% | -9.1% |
| Q3 2018 | $308,000 | +4.4% | 4,065 | -0.5% | 0.01% | 0.0% |
| Q2 2018 | $295,000 | +10.1% | 4,086 | +103.0% | 0.01% | +10.0% |
| Q1 2018 | $268,000 | -5.6% | 2,013 | -5.9% | 0.01% | -9.1% |
| Q4 2017 | $284,000 | -4.1% | 2,139 | -5.7% | 0.01% | -15.4% |
| Q3 2017 | $296,000 | -1.0% | 2,268 | -6.4% | 0.01% | 0.0% |
| Q2 2017 | $299,000 | +26.7% | 2,423 | +24.7% | 0.01% | +8.3% |
| Q1 2017 | $236,000 | -2.1% | 1,943 | -2.5% | 0.01% | 0.0% |
| Q4 2016 | $241,000 | +11.1% | 1,993 | +2.6% | 0.01% | 0.0% |
| Q3 2016 | $217,000 | +7.4% | 1,943 | 0.0% | 0.01% | +9.1% |
| Q2 2016 | $202,000 | -10.2% | 1,943 | -17.3% | 0.01% | -15.4% |
| Q3 2013 | $225,000 | -8.5% | 2,350 | -16.8% | 0.01% | -35.0% |
| Q2 2013 | $246,000 | – | 2,825 | – | 0.02% | – |
Download | ||||||
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% |