SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 159 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $113,020 | +2.2% | 1,345 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $110,572 | +8.4% | 1,345 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $102,000 | -5.6% | 1,345 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $108,000 | -14.3% | 1,345 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $126,000 | -6.0% | 1,345 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $134,000 | -7.6% | 1,345 | -11.9% | 0.02% | -11.1% |
| Q3 2021 | $145,000 | -2.7% | 1,527 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $149,000 | +3.5% | 1,527 | -0.1% | 0.02% | -5.0% |
| Q1 2021 | $144,000 | +9.1% | 1,528 | -7.8% | 0.02% | 0.0% |
| Q4 2020 | $132,000 | +24.5% | 1,657 | -5.2% | 0.02% | 0.0% |
| Q3 2020 | $106,000 | -0.9% | 1,747 | -4.1% | 0.02% | -9.1% |
| Q2 2020 | $107,000 | +35.4% | 1,821 | +11.1% | 0.02% | +15.8% |
| Q1 2020 | $79,000 | +43.6% | 1,639 | +114.2% | 0.02% | +26.7% |
| Q4 2019 | $55,000 | -72.8% | 765 | -74.5% | 0.02% | -73.2% |
| Q3 2019 | $202,000 | -3.3% | 3,001 | -4.4% | 0.06% | -12.5% |
| Q2 2019 | $209,000 | -5.0% | 3,139 | -5.0% | 0.06% | -22.0% |
| Q1 2019 | $220,000 | +11.1% | 3,304 | 0.0% | 0.08% | -3.5% |
| Q4 2018 | $198,000 | -51.1% | 3,304 | -38.4% | 0.08% | -55.3% |
| Q3 2018 | $405,000 | +4.4% | 5,364 | 0.0% | 0.19% | -2.1% |
| Q2 2018 | $388,000 | +8.7% | 5,364 | +100.0% | 0.19% | -2.5% |
| Q1 2018 | $357,000 | – | 2,682 | – | 0.20% | – |
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% |