SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |