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 | $28,098,380 | -5.8% | 334,385 | -7.9% | 0.66% | -23.8% |
| Q4 2022 | $29,839,537 | -18.1% | 362,967 | -24.6% | 0.86% | -35.9% |
| Q3 2022 | $36,413,000 | -12.0% | 481,080 | -6.9% | 1.35% | -24.0% |
| Q2 2022 | $41,382,000 | -16.7% | 516,764 | -2.6% | 1.78% | -5.3% |
| Q1 2022 | $49,666,000 | -2.1% | 530,565 | +3.9% | 1.88% | +4.4% |
| Q4 2021 | $50,757,000 | +6.5% | 510,584 | +1.5% | 1.80% | -4.9% |
| Q3 2021 | $47,645,000 | +4.0% | 502,901 | +7.3% | 1.89% | +0.2% |
| Q2 2021 | $45,793,000 | +16.4% | 468,514 | +11.9% | 1.89% | +2.5% |
| Q1 2021 | $39,353,000 | +22.7% | 418,738 | +3.9% | 1.84% | +10.2% |
| Q4 2020 | $32,068,000 | +27.9% | 403,172 | -2.1% | 1.67% | -3.6% |
| Q3 2020 | $25,070,000 | +29.2% | 411,857 | +25.3% | 1.73% | +23.9% |
| Q2 2020 | $19,402,000 | +55.5% | 328,737 | +27.6% | 1.40% | +26.4% |
| Q1 2020 | $12,481,000 | -46.2% | 257,707 | -19.5% | 1.11% | -39.5% |
| Q4 2019 | $23,196,000 | +11.4% | 320,165 | +3.3% | 1.83% | -2.2% |
| Q3 2019 | $20,829,000 | -40.9% | 309,909 | -40.6% | 1.87% | -31.5% |
| Q2 2019 | $35,257,000 | +543.8% | 521,327 | +534.7% | 2.73% | +241.1% |
| Q1 2019 | $5,476,000 | +37.5% | 82,134 | +23.7% | 0.80% | +19.0% |
| Q4 2018 | $3,982,000 | – | 66,392 | – | 0.67% | – |
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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% |