SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $366,875 | -6.0% | 4,366 | -8.0% | 0.00% | -25.0% |
| Q4 2022 | $390,169 | +11.2% | 4,746 | +8.2% | 0.00% | -33.3% |
| Q2 2022 | $351,000 | -37.4% | 4,387 | -26.8% | 0.01% | -25.0% |
| Q1 2022 | $561,000 | +74.2% | 5,994 | +85.1% | 0.01% | +60.0% |
| Q4 2021 | $322,000 | -1.5% | 3,239 | -6.1% | 0.01% | 0.0% |
| Q3 2021 | $327,000 | +9.4% | 3,448 | +12.9% | 0.01% | 0.0% |
| Q2 2021 | $299,000 | +15.4% | 3,055 | +11.0% | 0.01% | 0.0% |
| Q1 2021 | $259,000 | -4.1% | 2,753 | -39.7% | 0.01% | -80.0% |
| Q2 2020 | $270,000 | +23.9% | 4,568 | +1.6% | 0.02% | -7.4% |
| Q1 2020 | $218,000 | -70.6% | 4,494 | -55.7% | 0.03% | -63.5% |
| Q4 2019 | $741,000 | +33.0% | 10,152 | +21.8% | 0.07% | +8.8% |
| Q3 2019 | $557,000 | -16.7% | 8,333 | -15.7% | 0.07% | -20.9% |
| Q2 2019 | $669,000 | +96.2% | 9,886 | +94.1% | 0.09% | +79.2% |
| Q1 2019 | $341,000 | – | 5,093 | – | 0.05% | – |
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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% |