SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,235 | -0.4% | 38,500 | -2.5% | 2.09% | -7.7% |
| Q4 2022 | $3,247 | -99.9% | 39,500 | +33.9% | 2.27% | +31.5% |
| Q3 2022 | $2,233,000 | -5.5% | 29,500 | 0.0% | 1.72% | +26.4% |
| Q2 2022 | $2,362,000 | -99.9% | 29,500 | +55.3% | 1.36% | +70.3% |
| Q1 2022 | $1,778,590,000 | +127672.3% | 19,000 | +35.7% | 0.80% | +34.8% |
| Q4 2021 | $1,392,000 | +5.0% | 14,000 | 0.0% | 0.59% | +6.1% |
| Q3 2021 | $1,326,000 | -3.1% | 14,000 | 0.0% | 0.56% | -5.2% |
| Q2 2021 | $1,368,000 | +4.0% | 14,000 | 0.0% | 0.59% | +1.5% |
| Q1 2021 | $1,316,000 | +8.8% | 14,000 | -44.0% | 0.58% | -35.6% |
| Q1 2020 | $1,210,000 | – | 25,000 | – | 0.90% | – |
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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% |