SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 153 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $228,491 | +2.7% | 2,719 | +0.4% | 0.01% | -10.0% |
| Q4 2022 | $222,574 | +8.6% | 2,707 | +6.0% | 0.01% | -28.6% |
| Q2 2022 | $205,000 | -50.4% | 2,554 | -42.1% | 0.01% | -39.1% |
| Q1 2022 | $413,000 | +8.1% | 4,412 | +14.8% | 0.02% | +15.0% |
| Q4 2021 | $382,000 | +13.0% | 3,844 | +7.9% | 0.02% | 0.0% |
| Q3 2021 | $338,000 | +3.4% | 3,564 | +6.5% | 0.02% | +5.3% |
| Q2 2021 | $327,000 | +7.2% | 3,346 | +3.0% | 0.02% | -9.5% |
| Q1 2021 | $305,000 | +17.3% | 3,249 | -0.7% | 0.02% | +10.5% |
| Q4 2020 | $260,000 | -91.2% | 3,271 | -92.0% | 0.02% | -94.0% |
| Q4 2019 | $2,964,000 | +15.2% | 40,909 | +6.8% | 0.32% | -7.4% |
| Q3 2019 | $2,574,000 | -4.4% | 38,301 | -3.8% | 0.34% | -2.9% |
| Q2 2019 | $2,693,000 | +37.5% | 39,817 | +35.5% | 0.35% | +20.7% |
| Q1 2019 | $1,959,000 | +44.5% | 29,388 | +30.0% | 0.29% | +8.6% |
| Q4 2018 | $1,356,000 | +119.8% | 22,608 | +176.7% | 0.27% | +184.0% |
| Q3 2018 | $617,000 | +23.9% | 8,172 | +18.7% | 0.09% | -17.5% |
| Q2 2018 | $498,000 | +9.5% | 6,884 | +101.3% | 0.11% | -0.9% |
| Q1 2018 | $455,000 | +6.3% | 3,419 | +6.3% | 0.12% | -29.0% |
| Q4 2017 | $428,000 | – | 3,217 | – | 0.16% | – |
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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% |