SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |