SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $911,451 | +8.8% | 10,878 | +6.8% | 0.00% | -60.0% |
| Q4 2022 | $837,371 | +39.8% | 10,182 | +28.6% | 0.01% | -28.6% |
| Q3 2022 | $599,000 | -18.3% | 7,920 | -13.4% | 0.01% | -12.5% |
| Q2 2022 | $733,000 | -8.9% | 9,143 | +6.3% | 0.01% | -38.5% |
| Q1 2022 | $805,000 | -12.4% | 8,598 | -7.0% | 0.01% | -7.1% |
| Q4 2021 | $919,000 | +66.8% | 9,245 | +58.8% | 0.01% | +16.7% |
| Q3 2021 | $551,000 | -3.8% | 5,820 | -0.7% | 0.01% | -7.7% |
| Q2 2021 | $573,000 | +3.4% | 5,859 | -0.6% | 0.01% | 0.0% |
| Q1 2021 | $554,000 | +37.8% | 5,893 | +16.6% | 0.01% | 0.0% |
| Q4 2020 | $402,000 | +22.6% | 5,054 | -6.3% | 0.01% | 0.0% |
| Q3 2020 | $328,000 | +6.5% | 5,392 | +3.3% | 0.01% | -23.5% |
| Q2 2020 | $308,000 | +18.0% | 5,218 | -3.2% | 0.02% | +6.2% |
| Q1 2020 | $261,000 | -34.4% | 5,390 | -1.8% | 0.02% | -20.0% |
| Q4 2019 | $398,000 | +7.9% | 5,488 | -0.1% | 0.02% | -9.1% |
| Q3 2019 | $369,000 | +3.7% | 5,495 | +4.5% | 0.02% | 0.0% |
| Q2 2019 | $356,000 | – | 5,257 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |