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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $17,394 | +76.3% | 207 | +72.5% | 0.00% | – |
Q4 2022 | $9,865 | +393.2% | 120 | +650.0% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | +100.0% | 16 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | – | 16 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 16 | 0.0% | 0.00% | – |
Q1 2020 | $0 | -100.0% | 16 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | – | 16 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |