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 | 115,879 | $11,520,000 | 9.32% |
Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |