SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 170 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $397,873 | -30.7% | 4,735 | -37.5% | 0.02% | -48.5% |
| Q3 2022 | $574,000 | +256.5% | 7,580 | +342.8% | 0.03% | +175.0% |
| Q1 2021 | $161,000 | +387.9% | 1,712 | +148.8% | 0.01% | +140.0% |
| Q1 2020 | $33,000 | -89.7% | 688 | -84.4% | 0.01% | -87.8% |
| Q4 2019 | $319,000 | +43.7% | 4,404 | +33.4% | 0.04% | +28.1% |
| Q3 2019 | $222,000 | -0.4% | 3,302 | +0.0% | 0.03% | -8.6% |
| Q2 2019 | $223,000 | +27.4% | 3,301 | +26.1% | 0.04% | +16.7% |
| Q1 2019 | $175,000 | +7.4% | 2,618 | -3.7% | 0.03% | -6.2% |
| Q4 2018 | $163,000 | -20.5% | 2,718 | 0.0% | 0.03% | -15.8% |
| Q3 2018 | $205,000 | – | 2,718 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |