SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $34,050 | +2.5% | 405 | +0.2% | 0.06% | -3.5% |
| Q4 2022 | $33,208 | +14.5% | 404 | +6.9% | 0.06% | +7.5% |
| Q3 2022 | $29,000 | +11.5% | 378 | +18.5% | 0.05% | +26.2% |
| Q2 2022 | $26,000 | -3.7% | 319 | +10.0% | 0.04% | +7.7% |
| Q1 2022 | $27,000 | -3.6% | 290 | +3.9% | 0.04% | +8.3% |
| Q4 2021 | $28,000 | +12.0% | 279 | +4.9% | 0.04% | +12.5% |
| Q3 2021 | $25,000 | 0.0% | 266 | +4.7% | 0.03% | -5.9% |
| Q2 2021 | $25,000 | +13.6% | 254 | +7.2% | 0.03% | +6.2% |
| Q1 2021 | $22,000 | +29.4% | 237 | +12.3% | 0.03% | +28.0% |
| Q4 2020 | $17,000 | +70.0% | 211 | +27.9% | 0.02% | +47.1% |
| Q3 2020 | $10,000 | +42.9% | 165 | +34.1% | 0.02% | +13.3% |
| Q2 2020 | $7,000 | +75.0% | 123 | +43.0% | 0.02% | +66.7% |
| Q1 2020 | $4,000 | 0.0% | 86 | +45.8% | 0.01% | +12.5% |
| Q4 2019 | $4,000 | +100.0% | 59 | +73.5% | 0.01% | +100.0% |
| Q3 2019 | $2,000 | 0.0% | 34 | +36.0% | 0.00% | -20.0% |
| Q2 2019 | $2,000 | – | 25 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |