SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $246,000 | -15.8% | 3,245 | -10.9% | 0.02% | -19.2% |
| Q2 2022 | $292,000 | -20.0% | 3,641 | -6.6% | 0.03% | -13.3% |
| Q1 2022 | $365,000 | -10.3% | 3,899 | -4.7% | 0.03% | -14.3% |
| Q4 2021 | $407,000 | +4.9% | 4,093 | 0.0% | 0.04% | -14.6% |
| Q3 2021 | $388,000 | -3.0% | 4,093 | 0.0% | 0.04% | -26.8% |
| Q2 2021 | $400,000 | +3.9% | 4,093 | 0.0% | 0.06% | -15.2% |
| Q1 2021 | $385,000 | +6.9% | 4,093 | -3.6% | 0.07% | 0.0% |
| Q4 2020 | $360,000 | +39.0% | 4,247 | 0.0% | 0.07% | +17.9% |
| Q3 2020 | $259,000 | +4.9% | 4,247 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $247,000 | +14.4% | 4,247 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $216,000 | -34.1% | 4,247 | -6.2% | 0.06% | -21.4% |
| Q4 2019 | $328,000 | +7.9% | 4,529 | 0.0% | 0.07% | -4.1% |
| Q3 2019 | $304,000 | -0.7% | 4,529 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $306,000 | -8.4% | 4,529 | -9.5% | 0.08% | -9.6% |
| Q1 2019 | $334,000 | +11.3% | 5,003 | 0.0% | 0.08% | -2.4% |
| Q4 2018 | $300,000 | -18.5% | 5,003 | +2.7% | 0.08% | -10.5% |
| Q3 2018 | $368,000 | +4.5% | 4,872 | 0.0% | 0.10% | 0.0% |
| Q2 2018 | $352,000 | +8.6% | 4,872 | +100.0% | 0.10% | +5.6% |
| Q1 2018 | $324,000 | 0.0% | 2,436 | 0.0% | 0.09% | +3.4% |
| Q4 2017 | $324,000 | +2.2% | 2,436 | 0.0% | 0.09% | -6.5% |
| Q3 2017 | $317,000 | +4.3% | 2,436 | -1.3% | 0.09% | +1.1% |
| Q2 2017 | $304,000 | +1.7% | 2,469 | 0.0% | 0.09% | -5.2% |
| Q1 2017 | $299,000 | +0.3% | 2,469 | 0.0% | 0.10% | -4.0% |
| Q4 2016 | $298,000 | +8.4% | 2,469 | 0.0% | 0.10% | +6.3% |
| Q3 2016 | $275,000 | +5.8% | 2,469 | -0.8% | 0.10% | +2.2% |
| Q2 2016 | $260,000 | +3.2% | 2,488 | 0.0% | 0.09% | +2.2% |
| Q1 2016 | $252,000 | +2.4% | 2,488 | 0.0% | 0.09% | -2.2% |
| Q4 2015 | $246,000 | -2.4% | 2,488 | -3.8% | 0.09% | -9.7% |
| Q3 2015 | $252,000 | -10.0% | 2,586 | 0.0% | 0.10% | -2.8% |
| Q2 2015 | $280,000 | -0.4% | 2,586 | 0.0% | 0.11% | -1.9% |
| Q1 2015 | $281,000 | +4.1% | 2,586 | 0.0% | 0.11% | 0.0% |
| Q4 2014 | $270,000 | -1.8% | 2,586 | -7.5% | 0.11% | -4.4% |
| Q3 2014 | $275,000 | -6.5% | 2,796 | 0.0% | 0.11% | -6.6% |
| Q2 2014 | $294,000 | +1.4% | 2,796 | 0.0% | 0.12% | -1.6% |
| Q1 2014 | $290,000 | +1.0% | 2,796 | 0.0% | 0.12% | +1.7% |
| Q4 2013 | $287,000 | -17.8% | 2,796 | -23.1% | 0.12% | -23.4% |
| Q3 2013 | $349,000 | +10.1% | 3,637 | -0.4% | 0.16% | +5.3% |
| Q2 2013 | $317,000 | – | 3,652 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |