SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $544,000 | +122.0% | 5,616 | +82.5% | 0.02% | +90.0% |
| Q4 2020 | $245,000 | +23.7% | 3,077 | -5.4% | 0.01% | 0.0% |
| Q3 2020 | $198,000 | +2.6% | 3,254 | -0.2% | 0.01% | -9.1% |
| Q2 2020 | $193,000 | +22.2% | 3,262 | +0.1% | 0.01% | -8.3% |
| Q1 2020 | $158,000 | -56.1% | 3,259 | -34.5% | 0.01% | -55.6% |
| Q4 2019 | $360,000 | +4.3% | 4,974 | -3.2% | 0.03% | -6.9% |
| Q3 2019 | $345,000 | -2.8% | 5,139 | -3.5% | 0.03% | -27.5% |
| Q1 2019 | $355,000 | +10.2% | 5,328 | -0.9% | 0.04% | -13.0% |
| Q4 2018 | $322,000 | – | 5,377 | – | 0.05% | – |
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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% |