SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,226,300 | -3.0% | 14,594 | -5.1% | 0.07% | -11.4% |
| Q4 2022 | $1,264,448 | -0.4% | 15,381 | -8.2% | 0.08% | -17.7% |
| Q3 2022 | $1,269,000 | +22.8% | 16,764 | +30.0% | 0.10% | +5.5% |
| Q2 2022 | $1,033,000 | -17.1% | 12,899 | -3.1% | 0.09% | -3.2% |
| Q1 2022 | $1,246,000 | -16.6% | 13,307 | -11.5% | 0.09% | -14.5% |
| Q4 2021 | $1,494,000 | -85.7% | 15,030 | -86.4% | 0.11% | -87.1% |
| Q3 2021 | $10,445,000 | -25.6% | 110,247 | -23.2% | 0.85% | -4.5% |
| Q2 2021 | $14,037,000 | +4.2% | 143,618 | +0.2% | 0.89% | -8.2% |
| Q1 2021 | $13,475,000 | +1209.5% | 143,386 | +1008.3% | 0.97% | +1026.7% |
| Q4 2020 | $1,029,000 | +217.6% | 12,938 | +143.1% | 0.09% | +160.6% |
| Q3 2020 | $324,000 | +6.2% | 5,322 | +3.0% | 0.03% | -21.4% |
| Q2 2020 | $305,000 | -22.6% | 5,165 | -36.5% | 0.04% | -26.3% |
| Q1 2020 | $394,000 | +1.8% | 8,135 | +52.3% | 0.06% | +23.9% |
| Q4 2019 | $387,000 | +6.9% | 5,340 | -0.3% | 0.05% | -6.1% |
| Q3 2019 | $362,000 | +0.6% | 5,356 | +0.3% | 0.05% | -5.8% |
| Q2 2019 | $360,000 | +666.0% | 5,338 | +1370.5% | 0.05% | +300.0% |
| Q1 2018 | $47,000 | +34.3% | 363 | +38.0% | 0.01% | +44.4% |
| Q4 2017 | $35,000 | +2.9% | 263 | 0.0% | 0.01% | -35.7% |
| Q3 2017 | $34,000 | +100.0% | 263 | +541.5% | 0.01% | +75.0% |
| Q2 2017 | $17,000 | +183.3% | 41 | -4.7% | 0.01% | +100.0% |
| Q1 2017 | $6,000 | -80.0% | 43 | -82.8% | 0.00% | -82.6% |
| Q4 2016 | $30,000 | – | 250 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |