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 | $1,474,222 | -55.5% | 17,544 | -56.5% | 0.00% | -50.0% |
| Q4 2022 | $3,314,214 | +736.9% | 40,314 | +709.8% | 0.00% | – |
| Q4 2020 | $396,000 | +49.4% | 4,978 | +10.8% | 0.00% | – |
| Q2 2020 | $265,000 | -69.7% | 4,492 | -75.2% | 0.00% | -100.0% |
| Q1 2020 | $876,000 | +103.7% | 18,085 | +182.6% | 0.00% | 0.0% |
| Q3 2019 | $430,000 | -14.2% | 6,399 | -13.7% | 0.00% | 0.0% |
| Q2 2019 | $501,000 | -43.7% | 7,411 | -44.5% | 0.00% | 0.0% |
| Q1 2019 | $890,000 | -73.3% | 13,353 | -75.9% | 0.00% | -85.7% |
| Q4 2018 | $3,328,000 | +11.0% | 55,493 | +39.7% | 0.01% | +16.7% |
| Q3 2018 | $2,998,000 | -43.4% | 39,723 | -45.8% | 0.01% | -50.0% |
| Q2 2018 | $5,300,000 | +25.7% | 73,301 | +131.1% | 0.01% | +9.1% |
| Q1 2018 | $4,218,000 | +56.5% | 31,716 | +53.1% | 0.01% | +22.2% |
| Q3 2017 | $2,695,000 | +189.8% | 20,721 | +174.5% | 0.01% | +200.0% |
| Q2 2017 | $930,000 | -92.0% | 7,548 | -92.1% | 0.00% | -94.1% |
| Q1 2017 | $11,568,000 | +3916.7% | 95,363 | +3247.2% | 0.05% | +2450.0% |
| Q1 2016 | $288,000 | -76.8% | 2,849 | -77.3% | 0.00% | -75.0% |
| Q4 2015 | $1,241,000 | -67.2% | 12,533 | -65.4% | 0.01% | -71.4% |
| Q4 2014 | $3,782,000 | +276.3% | 36,185 | +253.7% | 0.03% | +180.0% |
| Q3 2014 | $1,005,000 | – | 10,230 | – | 0.01% | – |
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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% |