SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 177 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $300,081 | +2.9% | 3,571 | +0.7% | 0.02% | +5.0% |
| Q4 2022 | $291,608 | +10.9% | 3,547 | +2.1% | 0.02% | 0.0% |
| Q3 2022 | $263,000 | +2.7% | 3,475 | +8.5% | 0.02% | +11.1% |
| Q2 2022 | $256,000 | +23.7% | 3,202 | +45.1% | 0.02% | +38.5% |
| Q1 2022 | $207,000 | -72.5% | 2,207 | -82.6% | 0.01% | -83.8% |
| Q2 2020 | $753,000 | +6.1% | 12,715 | -13.2% | 0.08% | -22.3% |
| Q1 2020 | $710,000 | -33.2% | 14,645 | +0.2% | 0.10% | -3.7% |
| Q4 2019 | $1,063,000 | +7.6% | 14,617 | -0.7% | 0.11% | -1.8% |
| Q3 2019 | $988,000 | +1.8% | 14,726 | +2.2% | 0.11% | -11.4% |
| Q2 2019 | $971,000 | +1.4% | 14,411 | -0.1% | 0.12% | -5.4% |
| Q1 2019 | $958,000 | +11.5% | 14,429 | +0.6% | 0.13% | -3.7% |
| Q4 2018 | $859,000 | -21.6% | 14,341 | -1.0% | 0.14% | +0.7% |
| Q3 2018 | $1,095,000 | +13.4% | 14,486 | +8.3% | 0.13% | +3.1% |
| Q2 2018 | $966,000 | +9.8% | 13,370 | +102.0% | 0.13% | +12.1% |
| Q1 2018 | $880,000 | -0.1% | 6,619 | -0.4% | 0.12% | -0.9% |
| Q4 2017 | $881,000 | +4.3% | 6,645 | +2.6% | 0.12% | -4.1% |
| Q3 2017 | $845,000 | +6.0% | 6,479 | +0.2% | 0.12% | -7.6% |
| Q2 2017 | $797,000 | +38.1% | 6,467 | +35.6% | 0.13% | +36.1% |
| Q1 2017 | $577,000 | +14.5% | 4,769 | +13.4% | 0.10% | +16.9% |
| Q4 2016 | $504,000 | +30.9% | 4,206 | +21.7% | 0.08% | +29.7% |
| Q3 2016 | $385,000 | +18.1% | 3,457 | +9.6% | 0.06% | +12.3% |
| Q2 2016 | $326,000 | – | 3,154 | – | 0.06% | – |
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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% |