SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 39 filers reported holding SPDR SER TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 132,789 | $12,430,000 | 10.17% |
| Wall Capital Group, Inc. | 188,300 | $17,627,000 | 7.26% |
| RVW Wealth, LLC | 332,787 | $31,152,000 | 3.60% |
| Ferguson Shapiro LLC | 51,124 | $4,786,000 | 2.35% |
| Gerber Kawasaki Wealth & Investment Management | 266,943 | $24,988,000 | 2.04% |
| Montz Harcus Wealth Management LLC | 22,390 | $2,096,000 | 1.88% |
| IFG Advisors, LLC | 45,415 | $4,251,000 | 1.88% |
| OneDigital Investment Advisors LLC | 530,565 | $49,666,000 | 1.88% |
| DEFINED WEALTH MANAGEMENT, LLC | 21,286 | $1,993,000 | 1.75% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 158,530 | $14,840,000 | 1.49% |