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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $56,478 | +82.2% | 687 | +69.2% | 0.03% | +73.7% |
| Q3 2022 | $31,000 | +19.2% | 406 | +25.3% | 0.02% | +18.8% |
| Q2 2022 | $26,000 | -3.7% | 324 | +12.5% | 0.02% | +6.7% |
| Q1 2022 | $27,000 | -27.0% | 288 | -21.7% | 0.02% | -28.6% |
| Q4 2021 | $37,000 | +54.2% | 368 | +47.2% | 0.02% | +50.0% |
| Q3 2021 | $24,000 | -17.2% | 250 | -15.0% | 0.01% | -22.2% |
| Q2 2021 | $29,000 | +7.4% | 294 | +0.7% | 0.02% | 0.0% |
| Q1 2021 | $27,000 | -22.9% | 292 | -32.7% | 0.02% | -25.0% |
| Q4 2020 | $35,000 | +34.6% | 434 | +1.2% | 0.02% | +14.3% |
| Q3 2020 | $26,000 | -83.0% | 429 | -83.4% | 0.02% | -83.5% |
| Q2 2020 | $153,000 | -41.4% | 2,589 | -52.0% | 0.13% | -54.0% |
| Q1 2020 | $261,000 | -26.7% | 5,397 | +9.8% | 0.28% | -13.5% |
| Q4 2019 | $356,000 | +23.2% | 4,916 | +14.3% | 0.32% | +82.3% |
| Q3 2019 | $289,000 | -0.3% | 4,301 | +0.2% | 0.18% | +10.8% |
| Q2 2019 | $290,000 | – | 4,292 | – | 0.16% | – |
Download | ||||||
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% |