SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $29,000 | +7.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | 0.0% | 400 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $27,000 | 0.0% | 400 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $27,000 | +12.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | -20.0% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $29,000 | +7.4% | 400 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $25,000 | +4.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $24,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% |
| Q4 2016 | $24,000 | +9.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $22,000 | +4.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $21,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $20,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $20,000 | 0.0% | 200 | 0.0% | 0.01% | -9.1% |
| Q3 2015 | $20,000 | -9.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $22,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +4.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $21,000 | +10.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $19,000 | -9.5% | 200 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $21,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $21,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $21,000 | – | 200 | – | 0.01% | – |
Download | ||||||
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% |