SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 177 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |