SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 174 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,485,221 | +2.2% | 17,675 | 0.0% | 0.19% | -19.0% |
| Q4 2022 | $1,453,053 | -42.0% | 17,675 | -46.6% | 0.23% | -60.1% |
| Q3 2022 | $2,504,000 | +10.7% | 33,084 | +17.2% | 0.58% | +9.7% |
| Q2 2022 | $2,261,000 | -11.3% | 28,239 | +3.7% | 0.53% | -9.9% |
| Q1 2022 | $2,548,000 | -4.3% | 27,223 | +1.7% | 0.59% | -0.3% |
| Q4 2021 | $2,662,000 | +5.8% | 26,778 | +0.8% | 0.59% | -16.7% |
| Q3 2021 | $2,516,000 | -6.5% | 26,562 | -3.5% | 0.71% | -7.8% |
| Q2 2021 | $2,691,000 | +5.9% | 27,531 | +1.8% | 0.77% | -4.5% |
| Q1 2021 | $2,542,000 | +16.9% | 27,043 | -1.1% | 0.80% | +11.2% |
| Q4 2020 | $2,175,000 | +32.9% | 27,340 | +1.7% | 0.72% | +17.4% |
| Q3 2020 | $1,636,000 | +4.8% | 26,872 | +1.6% | 0.61% | +0.7% |
| Q2 2020 | $1,561,000 | +27.7% | 26,443 | +4.8% | 0.61% | +9.5% |
| Q1 2020 | $1,222,000 | – | 25,234 | – | 0.56% | – |
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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% |