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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,277,842 | +105602.7% | 39,008 | +3.4% | 0.01% | 0.0% |
| Q4 2022 | $3,101 | -99.9% | 37,721 | +2.6% | 0.01% | 0.0% |
| Q3 2022 | $2,783,000 | -6.7% | 36,773 | -1.3% | 0.01% | 0.0% |
| Q2 2022 | $2,983,000 | -22.6% | 37,245 | -9.5% | 0.01% | -20.0% |
| Q1 2022 | $3,852,000 | -2.6% | 41,146 | +3.4% | 0.01% | +11.1% |
| Q4 2021 | $3,954,000 | -0.2% | 39,774 | -4.9% | 0.01% | -10.0% |
| Q3 2021 | $3,963,000 | +2.0% | 41,831 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $3,885,000 | -2.0% | 39,744 | -5.8% | 0.01% | -9.1% |
| Q1 2021 | $3,965,000 | -9.0% | 42,189 | -23.0% | 0.01% | -15.4% |
| Q4 2020 | $4,356,000 | +23.8% | 54,763 | -5.3% | 0.01% | +8.3% |
| Q3 2020 | $3,519,000 | -6.1% | 57,816 | -8.9% | 0.01% | -14.3% |
| Q2 2020 | $3,748,000 | -65.6% | 63,496 | -71.8% | 0.01% | -72.0% |
| Q1 2020 | $10,888,000 | -2.9% | 224,826 | +45.2% | 0.05% | +25.0% |
| Q4 2019 | $11,216,000 | +8.7% | 154,816 | +0.8% | 0.04% | -2.4% |
| Q3 2019 | $10,323,000 | +1.8% | 153,591 | +2.5% | 0.04% | +5.1% |
| Q2 2019 | $10,139,000 | +10.3% | 149,914 | +8.7% | 0.04% | -27.8% |
| Q1 2019 | $9,192,000 | +27.0% | 137,879 | +14.2% | 0.05% | +10.2% |
| Q4 2018 | $7,239,000 | +2.4% | 120,716 | +27.0% | 0.05% | +11.4% |
| Q3 2018 | $7,069,000 | +6.3% | 95,086 | +3.4% | 0.04% | -2.2% |
| Q2 2018 | $6,647,000 | +6.3% | 91,943 | +95.6% | 0.04% | +2.3% |
| Q1 2018 | $6,253,000 | +0.2% | 47,015 | +0.2% | 0.04% | 0.0% |
| Q4 2017 | $6,239,000 | +3.7% | 46,909 | +1.4% | 0.04% | -2.2% |
| Q3 2017 | $6,016,000 | +11.4% | 46,247 | +5.5% | 0.04% | +7.1% |
| Q2 2017 | $5,400,000 | -0.2% | 43,853 | -1.7% | 0.04% | -4.5% |
| Q1 2017 | $5,411,000 | +4.3% | 44,610 | +3.9% | 0.04% | -2.2% |
| Q4 2016 | $5,188,000 | +52.0% | 42,939 | +40.3% | 0.04% | +45.2% |
| Q3 2016 | $3,414,000 | +31.7% | 30,611 | +23.4% | 0.03% | +29.2% |
| Q2 2016 | $2,592,000 | +24.5% | 24,806 | +20.6% | 0.02% | +20.0% |
| Q1 2016 | $2,082,000 | +82.2% | 20,567 | +78.1% | 0.02% | +81.8% |
| Q4 2015 | $1,143,000 | +12.7% | 11,549 | +11.1% | 0.01% | 0.0% |
| Q3 2015 | $1,014,000 | – | 10,394 | – | 0.01% | – |
Download | ||||||
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% |