SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,395,915 | +35.6% | 111,835 | +32.7% | 0.02% | +28.6% |
| Q4 2022 | $6,929,104 | +63.3% | 84,281 | +50.3% | 0.01% | +40.0% |
| Q3 2022 | $4,244,000 | -54.0% | 56,057 | -51.3% | 0.01% | -50.0% |
| Q2 2022 | $9,232,000 | -14.1% | 115,211 | +0.6% | 0.02% | -4.8% |
| Q1 2022 | $10,747,000 | +154.5% | 114,556 | +169.7% | 0.02% | +162.5% |
| Q4 2021 | $4,223,000 | +22.1% | 42,473 | +16.4% | 0.01% | +14.3% |
| Q3 2021 | $3,458,000 | -78.2% | 36,487 | -77.5% | 0.01% | -79.4% |
| Q2 2021 | $15,861,000 | +12.9% | 162,292 | +8.6% | 0.03% | 0.0% |
| Q1 2021 | $14,043,000 | +521.4% | 149,410 | +425.9% | 0.03% | +466.7% |
| Q4 2020 | $2,260,000 | +22.7% | 28,412 | -6.2% | 0.01% | 0.0% |
| Q3 2020 | $1,842,000 | -81.1% | 30,275 | -81.6% | 0.01% | -81.8% |
| Q2 2020 | $9,741,000 | +24.4% | 164,873 | -46.3% | 0.03% | +3.1% |
| Q1 2020 | $7,829,000 | – | 307,135 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |