SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,713 | +36.5% | 1,860 | +71.4% | 0.01% | -28.6% |
| Q1 2023 | $156,609 | +25159.5% | 1,085 | -74.7% | 0.01% | -58.8% |
| Q4 2022 | $620 | -99.9% | 4,286 | -0.9% | 0.02% | +6.2% |
| Q3 2022 | $625,000 | +9.5% | 4,327 | +9.4% | 0.02% | -11.1% |
| Q2 2022 | $571,000 | -36.5% | 3,954 | -36.5% | 0.02% | +63.6% |
| Q1 2022 | $899,000 | +297.8% | 6,222 | +174.3% | 0.01% | +175.0% |
| Q4 2021 | $226,000 | +5.6% | 2,268 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $214,000 | +122.9% | 2,268 | +130.7% | 0.00% | +100.0% |
| Q2 2021 | $96,000 | +3.2% | 983 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $93,000 | +111.4% | 983 | +76.2% | 0.00% | 0.0% |
| Q4 2020 | $44,000 | +37.5% | 558 | +5.7% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | -11.1% | 528 | -14.3% | 0.00% | -33.3% |
| Q2 2020 | $36,000 | -21.7% | 616 | -34.0% | 0.00% | -40.0% |
| Q1 2020 | $46,000 | -74.4% | 934 | -63.5% | 0.01% | -64.3% |
| Q4 2019 | $180,000 | -6.7% | 2,557 | -11.9% | 0.01% | +7.7% |
| Q3 2019 | $193,000 | -49.9% | 2,904 | -49.9% | 0.01% | -75.5% |
| Q1 2019 | $385,000 | -56.8% | 5,792 | -61.2% | 0.05% | -1.9% |
| Q4 2018 | $891,000 | +177.6% | 14,939 | +250.9% | 0.05% | +315.4% |
| Q3 2018 | $321,000 | +37.2% | 4,257 | +31.5% | 0.01% | +30.0% |
| Q2 2018 | $234,000 | +239.1% | 3,238 | +527.5% | 0.01% | +233.3% |
| Q1 2018 | $69,000 | 0.0% | 516 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $69,000 | -91.6% | 516 | -91.8% | 0.00% | -90.6% |
| Q3 2017 | $817,000 | +10.0% | 6,284 | +4.1% | 0.03% | +3.2% |
| Q2 2017 | $743,000 | -17.1% | 6,034 | -18.3% | 0.03% | -20.5% |
| Q1 2017 | $896,000 | +20.9% | 7,388 | +20.5% | 0.04% | +8.3% |
| Q4 2016 | $741,000 | +88.5% | 6,129 | +74.0% | 0.04% | +80.0% |
| Q3 2016 | $393,000 | +6.8% | 3,523 | 0.0% | 0.02% | -4.8% |
| Q2 2016 | $368,000 | -4.4% | 3,523 | -39.2% | 0.02% | -60.4% |
| Q1 2016 | $385,000 | +12.9% | 5,792 | +68.2% | 0.05% | +130.4% |
| Q4 2015 | $341,000 | – | 3,443 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |