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 | $285,837 | -10.4% | 3,463 | +0.2% | 0.02% | -15.0% |
| Q4 2022 | $319,078 | +14.8% | 3,456 | +4.4% | 0.02% | 0.0% |
| Q3 2022 | $278,000 | -53.5% | 3,311 | -51.2% | 0.02% | -53.5% |
| Q2 2022 | $598,000 | +8.9% | 6,779 | +3.8% | 0.04% | +2.4% |
| Q1 2022 | $549,000 | -8.7% | 6,533 | +0.1% | 0.04% | -2.3% |
| Q4 2021 | $601,000 | +11.7% | 6,525 | +25.7% | 0.04% | +13.2% |
| Q3 2021 | $538,000 | -5.9% | 5,191 | -14.3% | 0.04% | +81.0% |
| Q2 2021 | $572,000 | +161.2% | 6,058 | +167.0% | 0.02% | +16.7% |
| Q1 2021 | $219,000 | – | 2,269 | – | 0.02% | – |
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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% |