SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. 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 | 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% |