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 | $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 | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |