SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. 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 | 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% |