SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 90 filers reported holding SPDR SER TR in Q1 2017. 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 | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |