SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $22,000 | -12.0% | 270 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $25,000 | -7.4% | 270 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +3.8% | 270 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 270 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 270 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $25,000 | – | 270 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |