SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 49 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | -22.1% | 2,062 | -53.8% | 0.04% | -51.9% |
| Q2 2020 | $263,000 | +29.6% | 4,461 | -1.4% | 0.08% | -2.5% |
| Q1 2020 | $203,000 | -64.1% | 4,523 | -42.0% | 0.08% | -53.4% |
| Q4 2019 | $565,000 | +8.2% | 7,792 | +0.8% | 0.17% | -2.8% |
| Q2 2019 | $522,000 | +1.4% | 7,731 | 0.0% | 0.18% | -2.7% |
| Q1 2019 | $515,000 | +11.7% | 7,731 | +0.5% | 0.18% | +25.2% |
| Q4 2018 | $461,000 | -20.4% | 7,690 | +0.2% | 0.15% | -16.5% |
| Q3 2018 | $579,000 | +21.9% | 7,673 | +16.7% | 0.18% | -1.7% |
| Q2 2018 | $475,000 | +48.4% | 6,573 | +148.6% | 0.18% | +47.9% |
| Q1 2018 | $320,000 | -61.8% | 2,644 | -74.9% | 0.12% | -9.0% |
| Q4 2017 | $838,000 | +54.3% | 10,527 | +281.8% | 0.13% | -37.6% |
| Q2 2017 | $543,000 | +59.2% | 2,757 | -1.4% | 0.21% | +40.1% |
| Q1 2017 | $341,000 | +51.6% | 2,795 | +50.1% | 0.15% | +27.7% |
| Q4 2016 | $225,000 | -37.3% | 1,862 | -32.5% | 0.12% | -28.7% |
| Q3 2014 | $359,000 | – | 2,757 | – | 0.17% | – |
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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% |