SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $185 | 0.0% | 2,203 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $185 | -99.9% | 2,248 | -7.6% | 0.00% | 0.0% |
| Q3 2022 | $184,000 | -10.7% | 2,432 | -5.4% | 0.00% | -50.0% |
| Q2 2022 | $206,000 | +104.0% | 2,570 | +138.6% | 0.00% | +100.0% |
| Q1 2022 | $101,000 | +2.0% | 1,077 | +8.6% | 0.00% | 0.0% |
| Q4 2021 | $99,000 | +296.0% | 992 | +284.5% | 0.00% | – |
| Q2 2021 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q1 2021 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2020 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q1 2020 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q4 2019 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q3 2019 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2019 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q1 2019 | $25,000 | +78.6% | 258 | +34.4% | 0.00% | – |
| Q3 2018 | $14,000 | – | 192 | – | 0.00% | – |
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% |