SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 120 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $21,000 | -8.7% | 257 | -45.2% | 0.00% | -63.6% |
| Q1 2020 | $23,000 | -64.1% | 469 | -46.6% | 0.01% | -54.2% |
| Q4 2019 | $64,000 | +10.3% | 879 | +2.3% | 0.02% | -7.7% |
| Q3 2019 | $58,000 | 0.0% | 859 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $58,000 | +1.8% | 859 | 0.0% | 0.02% | -13.8% |
| Q1 2019 | $57,000 | +9.6% | 859 | 0.0% | 0.03% | -14.7% |
| Q4 2018 | $52,000 | -20.0% | 859 | 0.0% | 0.03% | -12.8% |
| Q3 2018 | $65,000 | +16.1% | 859 | +99.8% | 0.04% | -4.9% |
| Q1 2018 | $56,000 | -3.4% | 430 | +0.5% | 0.04% | -4.7% |
| Q4 2017 | $58,000 | +5.5% | 428 | +1.7% | 0.04% | -12.2% |
| Q3 2017 | $55,000 | +7.8% | 421 | +0.2% | 0.05% | -7.5% |
| Q2 2017 | $51,000 | +325.0% | 420 | +307.8% | 0.05% | +307.7% |
| Q1 2017 | $12,000 | 0.0% | 103 | 0.0% | 0.01% | -18.8% |
| Q4 2016 | $12,000 | – | 103 | – | 0.02% | – |
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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% |