SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $675,097 | +102187.4% | 8,034 | 0.0% | 0.14% | -2.1% |
| Q4 2022 | $660 | -99.9% | 8,034 | 0.0% | 0.15% | -3.3% |
| Q3 2022 | $608,000 | -5.4% | 8,034 | 0.0% | 0.15% | -1.9% |
| Q2 2022 | $643,000 | -14.5% | 8,034 | 0.0% | 0.15% | +4.1% |
| Q1 2022 | $752,000 | -5.9% | 8,034 | 0.0% | 0.15% | -3.3% |
| Q4 2021 | $799,000 | +5.0% | 8,034 | 0.0% | 0.15% | -4.4% |
| Q3 2021 | $761,000 | -3.4% | 8,034 | -0.3% | 0.16% | -6.4% |
| Q2 2021 | $788,000 | +3.7% | 8,061 | -0.3% | 0.17% | -4.5% |
| Q1 2021 | $760,000 | +18.2% | 8,084 | 0.0% | 0.18% | +7.2% |
| Q4 2020 | $643,000 | +28.6% | 8,084 | -1.5% | 0.17% | +9.2% |
| Q3 2020 | $500,000 | +3.1% | 8,211 | -0.0% | 0.15% | -4.4% |
| Q2 2020 | $485,000 | -50.6% | 8,214 | -59.5% | 0.16% | -58.8% |
| Q1 2020 | $982,000 | -43.6% | 20,281 | -15.6% | 0.39% | -25.8% |
| Q4 2019 | $1,741,000 | -3.7% | 24,037 | -10.7% | 0.52% | -10.3% |
| Q3 2019 | $1,808,000 | -1.7% | 26,905 | -1.1% | 0.58% | -13.2% |
| Q2 2019 | $1,840,000 | +1.2% | 27,208 | -0.3% | 0.67% | -3.7% |
| Q1 2019 | $1,819,000 | +22.2% | 27,283 | +10.0% | 0.70% | +0.6% |
| Q4 2018 | $1,488,000 | – | 24,805 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 132,789 | $12,430,000 | 10.17% |
| Wall Capital Group, Inc. | 188,300 | $17,627,000 | 7.26% |
| RVW Wealth, LLC | 332,787 | $31,152,000 | 3.60% |
| Ferguson Shapiro LLC | 51,124 | $4,786,000 | 2.35% |
| Gerber Kawasaki Wealth & Investment Management | 266,943 | $24,988,000 | 2.04% |
| Montz Harcus Wealth Management LLC | 22,390 | $2,096,000 | 1.88% |
| IFG Advisors, LLC | 45,415 | $4,251,000 | 1.88% |
| OneDigital Investment Advisors LLC | 530,565 | $49,666,000 | 1.88% |
| DEFINED WEALTH MANAGEMENT, LLC | 21,286 | $1,993,000 | 1.75% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 158,530 | $14,840,000 | 1.49% |