SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $510,058 | -18.1% | 6,070 | -19.9% | 0.01% | -28.6% |
| Q4 2022 | $623,077 | +24.9% | 7,579 | +15.1% | 0.01% | +16.7% |
| Q3 2022 | $499,000 | +209.9% | 6,587 | +228.2% | 0.01% | +200.0% |
| Q2 2022 | $161,000 | -23.3% | 2,007 | -10.4% | 0.00% | -33.3% |
| Q1 2022 | $210,000 | -12.5% | 2,241 | -7.2% | 0.00% | 0.0% |
| Q4 2021 | $240,000 | +4.3% | 2,416 | -0.3% | 0.00% | -25.0% |
| Q3 2021 | $230,000 | +132.3% | 2,424 | +139.3% | 0.00% | +100.0% |
| Q2 2021 | $99,000 | -1.0% | 1,013 | -4.5% | 0.00% | 0.0% |
| Q1 2021 | $100,000 | +614.3% | 1,061 | +489.4% | 0.00% | – |
| Q4 2020 | $14,000 | +27.3% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | -75.6% | 180 | -80.6% | 0.00% | -100.0% |
| Q1 2020 | $45,000 | +400.0% | 928 | +1089.7% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | – | 78 | – | 0.00% | – |
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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% |