SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 112 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $402,336 | +2.2% | 4,788 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $393,621 | +8.7% | 4,788 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $362,000 | -5.5% | 4,788 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $383,000 | -14.5% | 4,788 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $448,000 | -5.9% | 4,788 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $476,000 | +1.7% | 4,788 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $468,000 | +4.0% | 4,788 | 0.0% | 0.02% | -7.4% |
| Q1 2021 | $450,000 | +18.1% | 4,788 | 0.0% | 0.03% | +3.8% |
| Q4 2020 | $381,000 | +30.9% | 4,788 | 0.0% | 0.03% | +73.3% |
| Q3 2020 | $291,000 | +2.8% | 4,788 | 0.0% | 0.02% | -40.0% |
| Q2 2020 | $283,000 | +22.0% | 4,788 | 0.0% | 0.02% | -39.0% |
| Q1 2020 | $232,000 | -33.1% | 4,788 | 0.0% | 0.04% | -31.7% |
| Q4 2019 | $347,000 | +7.8% | 4,788 | 0.0% | 0.06% | -13.0% |
| Q3 2019 | $322,000 | -0.6% | 4,788 | 0.0% | 0.07% | -9.2% |
| Q2 2019 | $324,000 | +1.6% | 4,788 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $319,000 | +11.1% | 4,788 | 0.0% | 0.08% | -1.3% |
| Q4 2018 | $287,000 | -20.5% | 4,788 | 0.0% | 0.08% | -8.3% |
| Q3 2018 | $361,000 | +4.3% | 4,788 | 0.0% | 0.08% | -12.5% |
| Q2 2018 | $346,000 | +8.8% | 4,788 | +100.0% | 0.10% | +1.1% |
| Q1 2018 | $318,000 | 0.0% | 2,394 | 0.0% | 0.10% | -1.0% |
| Q4 2017 | $318,000 | +2.3% | 2,394 | 0.0% | 0.10% | -5.9% |
| Q3 2017 | $311,000 | +5.4% | 2,394 | 0.0% | 0.10% | -15.7% |
| Q2 2017 | $295,000 | +3.1% | 2,394 | 0.0% | 0.12% | -2.4% |
| Q1 2017 | $286,000 | -1.0% | 2,394 | 0.0% | 0.12% | +1.6% |
| Q4 2016 | $289,000 | +13.3% | 2,394 | 0.0% | 0.12% | +8.0% |
| Q3 2016 | $255,000 | +2.0% | 2,394 | 0.0% | 0.11% | 0.0% |
| Q2 2016 | $250,000 | +3.3% | 2,394 | 0.0% | 0.11% | -0.9% |
| Q1 2016 | $242,000 | +10.0% | 2,394 | 0.0% | 0.11% | +4.6% |
| Q4 2015 | $220,000 | -6.0% | 2,394 | 0.0% | 0.11% | -4.4% |
| Q3 2015 | $234,000 | -10.7% | 2,394 | 0.0% | 0.11% | +3.6% |
| Q1 2015 | $262,000 | +6.5% | 2,394 | 0.0% | 0.11% | +0.9% |
| Q4 2014 | $246,000 | +4.7% | 2,394 | 0.0% | 0.11% | +4.8% |
| Q3 2014 | $235,000 | -6.0% | 2,394 | 0.0% | 0.10% | -1.9% |
| Q2 2014 | $250,000 | +3.3% | 2,394 | 0.0% | 0.11% | +5.0% |
| Q1 2014 | $242,000 | -2.0% | 2,394 | 0.0% | 0.10% | -9.8% |
| Q4 2013 | $247,000 | +3.3% | 2,394 | 0.0% | 0.11% | 0.0% |
| Q3 2013 | $239,000 | +6.2% | 2,394 | 0.0% | 0.11% | 0.0% |
| Q2 2013 | $225,000 | +12.5% | 2,394 | 0.0% | 0.11% | +33.3% |
| Q1 2013 | $200,000 | – | 2,394 | – | 0.08% | – |
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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% |