SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |