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 | $909,890 | +0.4% | 10,828 | -1.8% | 0.11% | -4.4% |
| Q4 2022 | $906,209 | +1.5% | 11,023 | -6.5% | 0.11% | -7.4% |
| Q3 2022 | $893,000 | -3.4% | 11,795 | +2.2% | 0.12% | -0.8% |
| Q2 2022 | $924,000 | -8.7% | 11,542 | +6.8% | 0.12% | +1.7% |
| Q1 2022 | $1,012,000 | +8.1% | 10,812 | +14.8% | 0.12% | +8.0% |
| Q4 2021 | $936,000 | +5.2% | 9,420 | +0.3% | 0.11% | -0.9% |
| Q3 2021 | $890,000 | +9.1% | 9,392 | +12.5% | 0.11% | +4.6% |
| Q2 2021 | $816,000 | +11.8% | 8,351 | +7.5% | 0.11% | 0.0% |
| Q1 2021 | $730,000 | -41.0% | 7,765 | -50.1% | 0.11% | -44.6% |
| Q4 2020 | $1,237,000 | +222.1% | 15,547 | +146.6% | 0.20% | +191.0% |
| Q3 2020 | $384,000 | -17.1% | 6,305 | -19.5% | 0.07% | -23.0% |
| Q2 2020 | $463,000 | – | 7,837 | – | 0.09% | – |
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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% |