SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,296,116 | +48.8% | 15,424 | +45.5% | 0.12% | +37.1% |
| Q4 2022 | $871,246 | +46.4% | 10,598 | +34.7% | 0.09% | +29.0% |
| Q3 2022 | $595,000 | -1.2% | 7,865 | +4.6% | 0.07% | +1.5% |
| Q2 2022 | $602,000 | -9.9% | 7,521 | +5.4% | 0.07% | +6.2% |
| Q1 2022 | $668,000 | +15.2% | 7,136 | +22.3% | 0.06% | +16.4% |
| Q4 2021 | $580,000 | +51.8% | 5,833 | +49.1% | 0.06% | +34.1% |
| Q3 2021 | $382,000 | 0.0% | 3,912 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $382,000 | +48.6% | 3,912 | +42.9% | 0.04% | +41.4% |
| Q1 2021 | $257,000 | +110.7% | 2,738 | +35.5% | 0.03% | +81.2% |
| Q3 2020 | $122,000 | -11.6% | 2,020 | -13.9% | 0.02% | -20.0% |
| Q2 2020 | $138,000 | +0.7% | 2,345 | -17.1% | 0.02% | -25.9% |
| Q1 2020 | $137,000 | +85.1% | 2,830 | +178.8% | 0.03% | +107.7% |
| Q4 2019 | $74,000 | +105.6% | 1,015 | +84.5% | 0.01% | +85.7% |
| Q3 2019 | $36,000 | +12.5% | 550 | +15.5% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 476 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $31,000 | +55.0% | 476 | +36.0% | 0.01% | +20.0% |
| Q4 2018 | $20,000 | -41.2% | 350 | -23.4% | 0.01% | -16.7% |
| Q3 2018 | $34,000 | 0.0% | 457 | -5.2% | 0.01% | -14.3% |
| Q2 2018 | $34,000 | – | 482 | – | 0.01% | – |
Download | ||||||
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% |